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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: JRH who wrote (11846)	1/28/1998 7:31:00 PM
From: craig crawford	Read Replies (1) of 77400

<< I believe that Craig has stated several times that he isn't short on Cisco for the long term, but rather he knows that the stock is volatile and he expects a run down in the stock, not for fundamentals, but rather for the market. >> Close, but not exactly. I do believe C$CO has some fundamental risks in it's business. I detailed some of those in this post. Some of these things may hurt C$CO and some of these things probably won't effect C$CO but I think C$CO is priced for nothing to go wrong. Ususally something always goes wrong. Message 3026785 << It has a history or running up, running down, and then back up again >> C$CO has a history of running up before earnings. Sometimes it keeps on running and sometimes it takes a significant dip after earnings. We will see what happens this time.

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