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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.39

+1.3%

Nov 19 3:59 PM EST

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To: Jorj X Mckie who wrote (62045)	10/17/2002 4:56:14 PM
From: t2	Read Replies (2) of 77400

Jorj, Does it look like Cisco could also meet or beat expectations? Given the strong reports from Microsoft and IBM, I think CSCO can do the same. The pattern would be companies with dominant market share really cleaning up in the business marketplace. Maybe what we discussed a while ago--the tendency for major corporations to possibly pay up more to companies like MSFT and Csco--no one is going to lose their job for making that decision as you noted a while ago. There is a lot of risk in this environment in buying from smaller names. Given the bigger decline in Cisco stock relative to a lot of others, does it look like there is significant upside in Cisco stock price? Valuations does not look bad compared to Intel, MSFT, AMAT and other Nasdaq big caps--unlike what we used to see a couple of years ago.

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