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

To: Kenneth E. Phillipps who wrote (28234)	9/13/1999 10:06:00 AM
From: Zoltan!	Read Replies (1) \| Respond to of 77398

You point being that Nortel is obviously overvalued. We agree.

To: Kenneth E. Phillipps who wrote (28234)	9/13/1999 2:54:00 PM
From: carl a. mehr	Read Replies (1) \| Respond to of 77398

Hey Short Termer Phillip, You are looking at the wrong charts! siliconinvestor.com CSCO is doing just fine, NT looks a little lethargic, regards... humble carl

To: Kenneth E. Phillipps who wrote (28234)	10/3/1999 5:53:00 PM
From: Zoltan!	Read Replies (2) \| Respond to of 77398

>>Nortel has doubled since start of year. How has Cisco done since start of year. When Nortel acquired Bay, you said they paid too much but Nortel has doubled since Bay acquisition. BAY is still in decline and yes Nortel paid too much. "The Bay business has not grown and perhaps even declined," said Warburg Dillon Reed analyst John Wilson. "From that perspective, if you paid [nearly $7 billion] for a $2 billion company, that's a bad acquisition," he said. - Challenges ahead for Nortel-Bay combo By: Wylie Wong and Ben Heskett, CNET News.com 9/30/99 12:46:00 PM cnetinvestor.com