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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: RetiredNow who wrote (71072)	9/14/2006 10:48:05 AM
From: Elroy	Read Replies (1) of 77400

So is it time to buy Dell now that the stock is down? :) I don't know - many broken tech companies don't recover. But the 100% switch between Dell and HPQ over the past 18 months has been one of the more amazing ones that I can recall. I think Fiorina got the shaft at HPQ for getting fired, and new CEO Hurd gets credit for what she basically set up. HPQ has beaten and raised numbers every Q since she left, including the quarter which was reported 2 months after her departure. It takes more than 2 months to change a company like HPQ, so he's basically enjoying the spoils of what she put together. I wouldn't touch Dell until we see what they morf into. VCLK is my top pick at the moment......

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