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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 86.28

-0.5%

Feb 10 3:59 PM EST

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To: larry who wrote (55812)	10/6/2001 11:06:56 AM
From: Stock Farmer	Read Replies (2) of 77400

larry - I agree with you that there are much better opportunities besides CSCO, for whatever purpose you have for your capital. As for my opinion on GLW and SUNW, I'm not sure I have one worth trusting. Give me a while and I'll have one. Meanwhile, off the top of my head, I like GLW near where it is at $8 from a cursory glance. Forget entirely about the Telecom (fiber optic) segment and they are pulling in between $0.20 and $0.30 per share from LCD displays and other spiffy (and mundane) high-tech glass stuff. Don't forget they are generating $0.06/share quarterly in dividends (APR of 3%) - which is better than unspent money in a checking account. Not to mention that their stock has been down this low only about 3 times in the last decade and it is CYCLICAL. I think GLW is suffering unfairly from association with optical, just like it benefited unfairly during the bubble. I like SUNW less at $10. On the surface their real earnings of $0.27 looks OK, YoY growth etc. However, the stock price is still high compared to '98 when they had essentially the same profitability and a much reduced competitive threat. LINUX hadn't become firmly entrenched in the Unix space, IBM wasn't as serious a competitor in the Unix space (now they have Linux they are formidable!), and Windows 98 was late and kept stopping and asking operators to press any key to continue rather more frequently than anyone would like. Forget about a host of upstarts competing from niches against them all alone out in the middle of the network... yikes. Again, these are hastily composed observations and I've probably missed some important facts. John.

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