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


To: The Phoenix who wrote (32770)3/16/2000 12:46:00 PM
From: Techplayer  Respond to of 77400
 
Gary, Is your last name Acampora? <g>eom



To: The Phoenix who wrote (32770)3/16/2000 12:54:00 PM
From: Zoltan!  Read Replies (1) | Respond to of 77400
 
Dow Jones Newswires -- March 16, 2000

Merrill's Farrell Sees 'Challenging' 2000 For Investors
Dow Jones Newswires

NEW YORK -- The coming year will be a challenging one for investors, according to Merrill Lynch & Co. Senior Investment Advisor Robert J. Farrell.

"The extreme balances in the stock market, plus speculative excesses in the new-economy technology sector, are unlikely to be sustained without a serious correction," Farrell wrote in the March 15 edition of his quarterly "Theme & Profile Investing Update." He added that he would put "more emphasis on risk than reward in the months ahead."

Farrell wrote that with the spread between growth and value at an historical extreme, "we expect the out-of-favor value (old economy) areas to show most improvement" in 2000.

In the technology sector, Farrell wrote, the very extended prices of in-favor categories such as semiconductors, broadband and Internet business-to-business commerce "suggest this is a time to be cutting back exposure to this theme area and waiting for better prices to add positions in leaders" such as Cisco Systems Inc. (CSCO) and Sun Microsystems Inc. (SUNW).

Also, while the biotech sector is one of great long-term potential, Farrell wrote, "we think short-term risks outweigh long-term gain potential for the time being." And while in the retail sector Farrell favors the so-called category killers for the long term, the stores that sell huge volumes of just one type of product, such as toys or office products, could see a "longer corrective phase in coming months."

Farrell said foreign markets, while not immune to adjustments here, are an attractive alternative for U.S. investors.
interactive.wsj.com



To: The Phoenix who wrote (32770)3/16/2000 1:27:00 PM
From: Zoltan!  Read Replies (1) | Respond to of 77400
 
Did you know about this?:

....Cisco's rapid emergence within the optical networking industry was further confirmed on Monday when Fiberoptic Product News selected it as a Technology Award Winner for its new 128-channel Dense Wavelength Division Multiplexing (DWDM) system. Cisco's DWDM platform can support up to 128 separate channels (wavelengths of light) and reach 1.28 terabits per second of transmission capacity....http://www.individualinvestor.com/tbd/anfdt_frm.asp?context=2&id=2510&ticker=CSCO