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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.18

-0.1%

3:59 PM EST

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To: GVTucker who wrote (45145)	12/20/2000 1:48:22 PM
From: Tunica Albuginea	Read Replies (1) of 77400

The price of CSCO:As an MBA you ought to know that the price of anything depends simply on supply and demand. There is nobody with CSCO's technological and financial size and clout. Even a start up like JNPR will not be able to eat CSCO's meal. It may nibble but eventually clout, size , excellence in execution wins out. At least over the next 5 years. I have been critical of CSCO in the past in regards to the ATM market and Newbridge Alcatel. However I can't deny that CSCO is a behemoth. It is not going to disappear tomorrow. At the right time, this Gorilla will pounce. We live in Internet Time and Space. The way up will be as fast and furious as the waay down, TA ================================================ Message #45145 from GVTucker at Dec 20, 2000 1:40 PM Tunica, RE: CSCO=good buy @38 because good stocks will always be overpriced. Why $38, and not $80? A good company does not always translate into a good stock.

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