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

To: telecomguy who wrote (30430)	12/17/1999 4:35:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Well that puts you on a different plane than Mighty Mizzou at any rate. Shorting Cisco is a suicide mission that Mighty embarked on last year and it killed him, at least in the eyes of those of us on this thread.

To: telecomguy who wrote (30430)	12/18/1999 6:12:00 AM
From: nihil	Read Replies (2) \| Respond to of 77400

I appreciate your knowledge and comments. It is of critical importance to stock holders to gain some knowledge of the intermediate and long-term (5+ years) because all currently overpriced growth stocks (P/E = 100+) will collapse as soon as CEPSGR slows down, as they must when markets saturate. The internet (why does SI make this red?) space appears to have many years of very rapid growth (3% of people on earth are on line), so Cisco can expect to grow even faster within its space. Local and long-distance voice are growing much more slowly than data and can easily become almost valueless. If local networks become completely accessible to competitors at cost plus 12% who would want a local net? If GBLX owns ropes of dark fiber everywhere it can control the LD V&D rates. I think most telco's are forced to add business and increase efficiency. They must have the lowest cost and most reliable equipment, and must be prepared to pay for it, even if they don't like the vendor.

To: telecomguy who wrote (30430)	12/20/1999 7:32:00 AM
From: Zoltan!	Respond to of 77400

This past Friday on Wall Street Week w/ Louis Rukeyser, Roger McNamee, who has covered technology for many years, most recently at Integral Capital Partners in Menlo Park, California, offered his top pick for tech. It was Cisco Systems, which he said is "incredibly well-positioned for the move to broadband". McNamee also ran the T. Rowe Price Science and Technology Fund. >Hey Mindmeld, I am not stupid enough to short Cisco either You obviously underestimate your capacity in that area.