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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.87

-0.1%

Jan 9 3:59 PM EST

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To: chojiro who wrote (48317)	2/7/2001 2:24:06 AM
From: uu	Read Replies (3) of 77400

Yes I am. My average share price is at $41.00/shr. I will buy as many shares of CSCO as my available cash allows me early tomorrow morning, and then late in the afternoon. What people seem to miss are the following: a) Cisco's problem is not company related but rather it is a macro economic problem caused as a result of the short lived bump the US economy has run into. Fundamentally Cisco is in the best shape as it has always been and more. They are NOT losing market share to anyone, and their business model is such that as the cap spending resumes they are the first one to be called upon being flooded with tons of revenue. b) The phrase dont fight the fed should really be considered when investing in this market. Last year when the FED was raising the rates everyone fought it and they bought stocks. We all know what happened! similarly now the FED has started cutting the rates and everyone is fighting it and selling! We know what will happen to those who are sellers now! They will end up buying their shares at much higher prices in about 6 months from now. c) To think that companies such as Cisco or JDSU are going to lose their market cap big time is an investment suicide IMHO. Sure these stocks will always remain expensive and anyone can argue about their overvaluations. But that is how everything is in life! Quality is defined in terms of how much you are willing to spend. d) And finally no one should believe John Chambers about flat revenue growth for the next couple of quarters for which he is just lowering the expectations only to beat them. That is Cisco style. This time they were caught off guard, but that is the last time you see it happening. e) Any of these so called charlatan analysts - or for that matter anyone - who comes out and say Oh Cisco's earnings shocked the market, etc. etc. has been either in koma or living out of this universe for the past 40 days. Tomorrow can very well be the golden opportunity of this century to invest in a world class company. Rgards,

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