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

To: RetiredNow who wrote (30683)	12/23/1999 1:41:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 77400

The only difference is that I know this business, breath it, live it on a daily basis. And i don't short Cisco so my intention is not to hype it down -- not that anything we say will have ANY impact on CSCO or NT stocks in any case. No one knows ultimately which strategy will win out or who will execute better in the next 5 years -- but you would be a fool not to see the huge gamble CSCO is undertaking now. They are truely remaking the company and going after a very different market facing VERY DIFFERENT type of competitors. To expect 49% year over year gains from CSCO considering their risky and potentially foolish gambit JUST BECAUSE THEY HAVE generated 49% growth in the past is what I call --- simplistic, greedy, and ultimately stupid. Sorry, nothing personal -- just trying to interject some reality!