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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 84.82

+3.0%

Feb 6 9:30 AM EST

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To: Yaacov who wrote (45379)	12/26/2000 2:31:09 PM
From: Tulvio Durand	Read Replies (1) of 77400

Yaacov, you may be correct that general economic slowdown will impact IBM and CSCO as all others -- nothing escapes except maybe drugs. Long term CSCO looks good at these levels, I believe, because companies need to keep buying network infrastructure. Also, slowdown helps CSCO catch up with technology of its nimbler rivals like Juniper. Large companies will likely buy less from smaller suppliers for fear that they may not survive -- also good for CSCO. I don't own ERICY. It's chart looks pretty ugly too. NOK looks better, but I don't own either. Avete un felice Capo d'Anno. Tulvio

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