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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.4%

3:59 PM EST

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To: RetiredNow who wrote (62264)	11/6/2002 4:55:16 PM
From: telecomguy	Read Replies (1) of 77400

geez, you got me....i have been asking the same question myself after losing bundle on NT and other tech (mostly chip) stocks and mostly the answer i have been getting is CASH & hig-grade BONDS. Having said that, I am still in the tech sector, mostly in the chips and software waiting for that proverbial recovery. I thought I had waited long enough but this bear market for techs has been lot more brutal than I had ever imagined and have lots of scars from trying to catch the falling knife. Recently i took a large position on ARMHY who basically is like Intel/MSFT when it comes to processor core softare that controls the heart of the component chips. All major tech companies license from ARMHY and until recently, their valuation was sky-high but recent profit dissappointment (key word is profit...they are still making money!) took 65% off their share value at which point I jumped in.

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