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

To: telecomguy who wrote (30275)	12/14/1999 10:39:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 77400

it's time to buckle up and bail out of this company. When playing in a large company game there is plenty of time to bail out when it is obvious that the company is no longer on the right track. There is no such signal here and it would be imprudent to bail too early on a leadership play. The downside of a big company play is stagnation, not a large loss in capital, so don't get your undies in a bunch. TP

To: telecomguy who wrote (30275)	12/14/1999 10:50:00 PM
From: MD Bryant	Read Replies (2) \| Respond to of 77400

Telecomguy, you are a bit excited. Nortel does indeed use pooling of interest on certain acquistions...they also have a PE of 555 at the moment, which is absurd. They aren't growing as fast as Cisco. Something will give shortly. Don't get me wrong - Nortel is a great company. But clear the smoke out of your room, it is blurring your vision. For every quarter in history except the last one, Microsoft warned of slowing growth... (we have yet to see it) It is called adding a certain level of caution to the forward looking statments.