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

To: Howard Feinstein who wrote (30003)	12/4/1999 11:51:00 PM
From: Brian Malloy	Respond to of 77400

Bubbles are good for the rational investor. They represent a great time to profit. The moves on Thursday and Friday put us at what in hindsight will probably be recognized as an island top. Last 30 minutes of trading money was flowing into S&P puts. We'll fight it out for a couple of days maybe...but a Thor like hammer is gonna fall. I can hardly wait to back up the truck and buy. This is APR '99 all over again. But we will rally back stronger and quicker. IMHO

To: Howard Feinstein who wrote (30003)	12/5/1999 10:45:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

I dont' disagree at all. But I needed some way to get to that 30,000 grub :-) OG

To: Howard Feinstein who wrote (30003)	12/5/1999 1:44:00 PM
From: Zoltan!	Read Replies (1) \| Respond to of 77400

Cisco Systems (CSCO) is moving from E-commerce to E-everything with particular focus on E-learning as the next killer application; this suggests the model is changing from push (Cisco evangelizing) to pull (customer asking for rapid deployments) which is consistent with recent revenue acceleration. Financial nuances suggest no change in guidance; Y2K issue getting better with each passing week, DSO's and gross margins not changing much this quarter suggesting risk of "hockey-stick" quarter less likely. Service providers booming today; should continue in 2000 and beyond based on IP telephony going mainstream, killer applications in unified messaging, customer care and e-learning. Wireless (LMDS/MMDS) could be the sleeper technology next year, believes Credit Suisse First Boston Technology Group analyst Paul Weinstein. Weinstein has set his EPS estimates for FY00 and FY01 at $1.00 and $1.34, respectively. He maintains his Strong Buy rating. quote.bloomberg.com