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

To: John Malloy who wrote (28733)	10/16/1999 10:19:00 AM
From: RetiredNow	Respond to of 77400

I agree with you, but for different reasons. Cisco is obviously priced for perfection. They have been so consistent that people have come to expect Cisco to deliver on everything Chambers says. If Cisco has just one quarter where they don't deliver, the stock will get punished abominably. When that happens, I'll be there, buying shares at the bottom.

To: John Malloy who wrote (28733)	10/16/1999 11:46:00 AM
From: The Phoenix	Respond to of 77400

P/B looks at companies from a value perspective only - in absence of market growth, demand, technological abilities, etc. P/B does not apply to the technology market IMO. NOt today - not 5 years from now. Talk to me in 15 years...I'll be 10 years into my retirement by then. OG

To: John Malloy who wrote (28733)	10/17/1999 12:17:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

DJ US Mkts Will Have Pockets of Strength, Moors & Cabot Says By Mark Boslet PALO ALTO, Calif. (Dow Jones)--Caution is still part of the near-term outlook at Moors & Cabot Dakin Securities, but the firm believes pockets of strength will continue to present attractive buying opportunities. Moors & Cabot has a focus on technology, so the company's research is inclined to recommend stocks in that volatile and yet leadership group. Among the top areas the San Francisco firm highlights are office-automation software, and e-commerce infrastructure and software. Between now and end of the year, the Dow Jones Industrial Average should trade in a range between 9,500 or 9,600 and 10,400 to 10,500, said Mark Scarmato, head of sales and trading at the firm's technology research group. But financial markets will have areas of strength, including office-automation software and e-commerce software, Scarmato said. The markets have become sensitive to interest rate news, and, as Scarmato pointed out, the technical charts on big-cap stocks have worsened. Many investors aren't putting new money to work buying equities, he said. Portfolio managers also are trimming back non-core positions, he said. His advice to investors is to favor areas where business fundamentals spark confidence. That might include industry leaders, such as Siebel Systems Inc. (SEBL), Cisco Systems Inc. (CSCO) and Sun Microsystems Inc. (SUNW). It also could include secondary companies in pockets of strength, such as Pivotal Corp. (PVTL) and Sales Logix Corp. (SLGX), he said. interactive.wsj.com