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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-0.3%

Nov 26 3:59 PM EST

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To: Bob Davis who wrote (45796)	1/2/2001 10:31:42 PM
From: Monty Lenard	Read Replies (2) of 77400

Bob, did not get time to look around real good but did pick up on this and for what its worth I would agree. "Of the five stocks previously tracked, three of them - DELL, INTC and MSFT - now appear to be reasonably valued by the market. For the remaining two stocks - CSCO and YHOO - much of the previous overvaluation has eroded away. To clarify one point, these three "reasonably valued" stocks have not fallen to the point where they appear to be undervalued, and I am NOT "recommending" them as investments at this time. In addition, even though these stocks are likely to see a resurgence of interest as the market turns itself around, many investors previously purchased these stocks at much higher prices and a significant percentage of them will be inclined to sell into future price increases." Looks like a nice site BTW, Will visit again. Monty

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