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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: bill c. who wrote (26873)7/14/1999 2:56:00 PM
From: Howard Feinstein  Read Replies (2) | Respond to of 77400
 
To All CSCO Longs,

Nasdaq up over 30 at 2:45pm and CSCO trading off fractionally! I'm somewhat concerned, but have seen this Gorilla trade like this before! Any comments on short term direction of CSCO appreciated.

Howie



To: bill c. who wrote (26873)7/16/1999 2:04:00 PM
From: Frank A. Coluccio  Respond to of 77400
 
Bill, We've seen an increase in the number of multi-sourcing arrangements, euphemistically called aggressive sourcing contracts, which allows the buying party to use discretionary powers to beat one vendor over the head in favor of another. Sounds like this is what you're referring to here. Many vendors who must meet quotas and quarterly bogies will not shy away from these arrangements, hoping to get what they can. Frank