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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (8463)	8/24/2001 10:10:17 PM
From: techanalyst1	of 57684

Well... John Chambers was who I wanted to say things have stabilized, since I think he was one of the earliest to complain about the economy. Plus csco deals with lots of other companies... so what's good for csco is good for others. But it doesn't mean things are improving, just not getting worse. I can live with that... for a while anyway. Csco supposedly has a decent supply chain system in place, so they should know if things are stabilizing and it's SUMMER. I would think if it were worsening, he'd know due to the long vacations that they take in Europe during the summer. Budgets will soon be finalized for next year. Tom Siebel either has a problem with his own company losing biz or software is just beginning to have estimates cut, imo, though. Valuations are pretty high, funds are seeing outflows, people have been burned one too many times on stocks and so I don't really see how we can really rally up big time unless money moves from "value" to "growth" (Course I think there are some techs that have a better valuation than so called value stocks). I can live with base building while stocks grow into their valuations and psychology improves. TA

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