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

To: t2 who wrote (32744)	3/14/2000 12:00:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Well, Cisco has seen a pretty good runup if you ask me. It's doubled since October and is trading at around 180 PE. Not much more room for price appreciation until the fundamentals catch up. Plus from Feb to April, Cisco stock usually lies dormant anyway.

To: t2 who wrote (32744)	3/14/2000 12:04:00 PM
From: telecomguy	Respond to of 77400

It's hard to know exactly what the impact will be when all those BCE shareholders receive the NT stocks but most of the distribution will be made out to Canadians. BCE was one of stocks (like the old AT&T when they had Lucent) that EVERY Canadian had little bit of. So that means the distribution of NT shares will widely spread out among Canadians most of whom have it in their RRSP and pension funds. These small retail investors are NOT likely to sell the NT shares as they are not speculators or daytraders. My feeling is there is little possibility of NT shares swamping the market. The upside is actually more important as for the longest time NT was considered a subsidiary of BCE which has tie into SBC (RBOC) in the US. Also BCE is a huge telecom service provider in Canada and overseas (Teleglobe) so NT probably lost deals in the past due to the fact that some competing service providers around the world didn't want to buy gears from a vendor owned by their competitor.