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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: Gottfried who wrote (50357)	3/26/2001 8:00:01 AM
From: Paul V.	Read Replies (1) of 77400

Gottfried, Can I deduct from what you have said,"Paul, AMAT's equipment takes a long time to build, install and get running, so companies that look to next year might order soon. Customers can delay ordering equipment from CSCO until shortly before they need it. So I think AMAT will lead and there's more time to buy CSCO," that AMAT will not hit the lows that we have anticipated based on the BTB and that CSCO can post a turnaround quicker? Looking at our charts we should have hit the lows in July/August coming. Paul

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