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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.19-0.1%Jan 16 9:30 AM EST

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To: Proud_Infidel who wrote (67786)5/7/2005 2:27:23 PM
From: t2  Read Replies (2) of 77400
 
Meanwhile, smaller enterprise players such as Extreme Networks (nasdaq: EXTR - news - people ) and Foundry Networks (nasdaq: FDRY - news - people ) are struggling to maintain share in an increasingly competitive enterprise environment, according to Banc of America. The research firm's top sector picks are Nokia (nyse: NOK - news - people ) and Qualcomm (nasdaq: QCOM - news - people ), both rated at "buy" with respective target prices of $23 and $40. Its least favorite picks are Ciena (nasdaq: CIEN - news - people ) and Lucent Technologies (nyse: LU - news - people ), both rated at "neutral" with respective target prices of $2.50 and $3.

That is happening everywhere. The big market share leaders are going to squeeze out out the smaller players. Pick the best 1 or 2 of each sector and stick with it seems like the best approach. This is expecially true now.

Just look at what Dell did to so many PC makers as an example.

Although Cisco has run up a bit recently, looking to buy it if there is some sort of pullback before earnings. At some point, this company will get some serious buying interest..don't know when that will happen..will probably take a chance that it could be after the current quarter.
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