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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.10

+1.4%

Nov 10 3:59 PM EST

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To: t2 who wrote (43643)	11/20/2000 8:37:02 PM
From: chic_hearne	Read Replies (2) of 77397

JNPR, CSCO, NT, and their suppliers are going to rally. I hope you are right. I definitely don't have enough exposure to this sector and am looking at shorting more on any strength tomorrow. One thing I learned about staying long the semi's too long earlier this year is that when things go to shit, you will hear it last from the companies themselves. It's the opposite, they pimp their own stocks so the insiders can sell out. This has made me cynical of any "positive" news coming out of any company that has exposure to the CLEC's and vendor financing. Debt implosion is around the corner and I find it hard to believe company insiders are stupid enough to not see this coming.

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