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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.99

+3.1%

3:59 PM EST

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To: Dinesh who wrote (74438)	11/7/2007 11:47:38 PM
From: t2	Read Replies (1) of 77398

not the right kind of day to come out and declare that US enterprise business was going to remain "lumpy". A somewhat insensitive choice of words. Maybe he is just being truthful. Things might have really changed since the August earnings release. I saw an interview of him and you can see it in his expressions versus last quarter. The real problem may be that techs in general might not be the safe haven that most of us thought. That makes many large cap techs risky since most do get about 1/2 of their sales from the US. Little reason to go overweight technology any longer. Risk/reward is not as good as it used to be. jmho

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