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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.3%

Jan 23 9:30 AM EST

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To: Ed Forrest who wrote (55874)	10/8/2001 6:02:06 PM
From: kvkkc1	Read Replies (1) of 77400

Pretty incredible. Although it's nice for my portfolio, I don't see it here short term. I still hold my 12.5 and 17.5 puts. .02 pro forma for the quarter and a range of .09 - .22 cents for this years earnings when we're only beginning a recession according to pundits(I personally think telecom has been in a depression for the last year), doesn't make sense. CSCO situation has changed. These times call for realistic expectations. If the big money guys want to run up the price in this environment, I'll have to cash out.knc

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