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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.46-3.7%Nov 20 3:59 PM EST
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To: Monty Lenard who wrote (48819)2/11/2001 1:46:57 PM
From: Lizzie Tudor  Read Replies (2) of 77400
 
The thing YOU PEOPLE forget

And the thing YOU forget is that emerging growth spaces (the kind cisco sells into) have fundamentals beyond anything you can read in a chart. The chart only tells you 'last year this space was worth xxx, and therefore this stock is overvalued, based on those metrics'.

I remember you in my discussions regarding extranet business automation a few months ago. You and somebody else thought that in 1996/7 timeframe, which was in enterprise software terms PRE-INTERNET, that supply chain optimization was maxed-out. Therefore router sales to business would slow. HUH?

Ever seen those fedex commercials about supply chain optimization... I mean they run, what every 20 mins or so on every network... why do you think anyone would advertise supply chain optimization software if it was all done in 1996? I mean, whats the point?

I don't know about jnpr as an investment but my guess is we get a 50-pt move in that stock before the naz hits 1500.
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