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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.38

+0.2%

2:04 PM EST

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To: bambs who wrote (44441)	12/12/2000 4:35:21 PM
From: The Phoenix	Read Replies (2) of 77400

bambs, I think this market is going down and stocks like csco have little upside to be gained and have a great downside risk. I think that you attempt to use your understanding of macro issues and apply them to companies and markets you know little about. CSCO has just begun to execute in a number of huge markets. Their growth continues unabated. You are guessing. If you think that CSCO will slow... please tell us why rather than just saying it's so because you say so. Any night vendor financing or cap ex spending news could crush the little pops we see in these stocks. CSCO vendor financing is far less than it's competitors and I belive represents something south of 5% of their annual sales. CSCO still sell predominantly to the enterprise so they don't have the exposure you believe. As for cap-ex... most reports suggest this slowing has been overstated. Furthermore the slowing purchases are in old-world circuit equipment while sales of new world routers and optical equipment continues to pick up steam. You have not been able to address this FACT. For the average investor, csco is a bad investment for the long term. That is my opinion. Cool... you are entitled to your opinion. Please allow others to have their own and share their ideas. Discussion is fine but... I will continue to say that longs are in denial ...there is no place for this. If you feel the need to call others names then you deserve what you get. If you'd like to challenge me on the market that CSCO is targeting then go for it. it they fail to recognize the macro economic factors out in the real world and acknowledge how these factors will affect csco. Please note that oil prices are declining, fed is going back to a neutral bias, election crap is over... yes, the economy is slowing and the NAZ has been dialing this in. I think you forget these points. OG

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