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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 9:30 AM EST

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To: GVTucker who wrote (45156)	12/20/2000 2:13:37 PM
From: Tunica Albuginea	Read Replies (2) of 77400

GVTucker: Bernie Baruch 1929: " You buy when nobody wants it, and sell it when everybody wants it". CSCO was a darking at $80. At $36 we must fall madly in love. trust me on this one. Bottom line: Beauty is in the eye of the beholder. Look at CSCO's growth the last 10 years. Do you think that has disappeared today? TA =========================================== Message #45156 from GVTucker at Dec 20, 2000 1:58 PM Tunica, RE: 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. And all that was also true when CSCO was at $80. And it has nothing to do with why CSCO was not a buy at $80, and why CSCO is a buy at $36. It is quite apparent that we're not speaking the same language. Forgive me for wasting your time.

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