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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

3:59 PM EST

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To: The Phoenix who wrote (13046)	3/25/1998 6:13:00 AM
From: craig crawford	Read Replies (2) of 77400

<< Whatever happened to Craig Crawford and Lucretius >> Right here lookin' over your shoulder. <g> << Everytime Cisco rallies like this I begin to wonder what happened to the shorts >> Shorts are all cowering in the shadows of this magnificent rally. I didn't even have the heart to short COMS before their earnings yesterday even though I knew they would miss bad. I was even long COMS for a trade going into yesterday morning. COMS misses their estimates by 80%+ and they will still probably go up. If COMS can rally in the face of a despicable performance then Cisco must be still cheap with their less than great but still respectable earnings. I notice Cisco is out predicting that they will grow faster than the industry which is growing at 30-50%. After two quarters of mid-twenties growth they better start delivering on their promises.

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