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Technology Stocks : INTEL TRADER

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To: smolejv@gmx.net who wrote (8964)	2/12/2001 1:04:57 PM
From: Jurgen Trautmann	of 11051

DJ, I'm quite in trouble changing my strategy but however, here's a CISCO-comment - I don't think that cisco's warning comes from competition - I don't think that the greatest part of cisco's problems comes from US-depression - I do think that telcoms are going through a period of doubt and fear about the future and reduce engagements whereever this can happen without immediate damage. - I think that's more psychology (at least by now) than reality: cellphone-sales wasn't that bad so far I read. - I think that structural problems with internet-access-business aren't unevitable (n times free access means no resume for nobody, right?): this can be a real problem for Cisco, but IMO MORE for their competition. Even this could rescue when markets want to have by far more bandwith. All together: Given that US stock-markets could find a turn (cause I doesn't understand the downturn I have no opinion about a revival...) during the next 2 quarters, I also expect new hope from telcom-sector. Then and only then I bet that Cisco's lowered numbers are beatable. Sorry for not calculating all this "knowing what I don't know" 3 digits behind the point like say Buback <g>. Jury

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