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


To: Ove Hansen who wrote (27417)8/10/1999 5:54:00 PM
From: Jenne  Read Replies (1) | Respond to of 77400
 
Cisco is Up, and It's Good
By James J. Cramer

8/10/99 5:29 PM ET


It's up, it's good. Of course, it is Cisco (CSCO:Nasdaq). What a delight their conference call continues to be. Nothing but upside. And no waffling. The stock has ramped right through to 60 1/2.

Sure they have their concerns. They worry about the world's state. But Asia is better and the U.S. is great. Europe is still good. And Y2K -- no change, they are worried but they have remained worried and they give me confidence.

I am buying some as I write. Can't wait until the Q&A. I like it too much. Bodes well for tomorrow.





To: Ove Hansen who wrote (27417)8/10/1999 6:08:00 PM
From: JRH  Read Replies (2) | Respond to of 77400
 
LUCENT: MCI Problem Cripples ATMs, Data

Ove:
Should be interesting to see how LU handles this compared to how CSCO handled it. If I remember correctly, CSCO chartered a jet and flew two new switches out ASAP. So far, no comments from LU on this outage. Hopefully they won't pull an ASND and deny that it was their fault.

In happier news, congrats, once again, to all CSCO longs! One more great quarter behind us and I am eagerly anticipating listening to the CC....

Justin



To: Ove Hansen who wrote (27417)8/12/1999 12:32:00 PM
From: Ove Hansen  Respond to of 77400
 
3COM equipment cited in cable outages

news.com

Notable sentence: Excite@Home's largest shareholder, AT&T, plans to replace its 3Com network equipment with alternative technology from rival Cisco Systems in some markets, according to the sources.