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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.13

-0.1%

12:18 PM EST

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To: The Phoenix who wrote (45743)	1/2/2001 5:19:06 PM
From: bambs	Read Replies (2) of 77400

Gary, one thing to watch is after csco reports, what will the gains from investments be? How much has csco's investment holdings been reduced? I don't know what all they hold but I would expect by the second quarter of this year csco's investment portfolio won't look so nice. EFNT smacked AH. Clec's all in trouble, csco suppliers too...AMCC sold off nicely after the s&p addition...just like JDSU. I don't think csco will break $20 this year. I think the bottom will be found (for the year) around there. INTC should fall to low to mid 20's as there investment portfolio gets wacked and operating income growth is none existent this year. MSFT should just drift slightly lower over the year. AMZN will go bust. PCLN too. Many clec's will be in real trouble come the summer. I think CSCO will not perform as expected on revenue this year. I would expect 30-40% revenue growth but I bet they have a real tough time with "actual earnings growth" I will be watching the 11 cent trend and see where things go. I would like to try to put this bickering behind us. The thread is really getting ugly. (almost as ugly as the csco chart) Your posts of late have sounded reasonable. I will try to do the same. We have different opinions of where things are going...that's fine. I did take things a little too far with my year end gloating...I couldn't help myself...Ed just calls me a liar all the time and it makes me sick. Anyhow...best of luck in this new year. It has been good to debate with you over the last year. Bambs

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