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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.42

-2.4%

Jan 20 3:59 PM EST

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To: t2 who wrote (43643)	11/20/2000 7:47:04 PM
From: Techplayer	Read Replies (1) of 77400

t2, I would say that anyone that knows and owns in the sector suspected as much from NT. It needed to be said. this latest barrage has been somewhat based on valuations but has taken down (especially NT) good companies to attractive to even cheap levels, imo. JDSU, RBAK, GLW, Ciena, etc may get a boost. Ciena still needs to get through the formal announcement of losses from the failed CLEC in Europe to be clear, imo. JNPR is still trading at 165X next years estimates and about 35X next years revenues (estimates). Thanks for pointing that out. tp

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