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To: Benkea who wrote (47727)	4/22/2000 7:50:00 PM
From: Benkea	Respond to of 99985

I realize volume was kinda light on Thursday, but it was almost 2 to 1 decl to adv. moneynet.com Also of interest is the time of day it was ok, vs. the time of day it was not ok. Bulls open down and end strong and the opposite is true of bears. The sell off action on good earnings is also not exactly bull market activity. I still plan on buying a retest this week (if one occurs), but I am a bit concerned that the bounce isn't as guaranteed as last weeks was.

To: Benkea who wrote (47727)	4/22/2000 8:10:00 PM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 99985

I think you hit on something very important with respect to Cisco's value. The products they sell are soon obsolete. General Motors never had it this good. The half life of a router or communications switch must be no more than three years. At the end of that time, technological advances make it a no-brainer to upgrade to faster, easier to manage, and lower cost equipment. And Cisco is the king in that market.

To: Benkea who wrote (47727)	4/22/2000 9:25:00 PM
From: el paradisio	Respond to of 99985

Beneca,CSCO don't have to much choice as of now. They were the best in routers,not any more. Now they try switches,which are also important but less profitable and they are serious in internet telephony. They have to come with a new routers,unless they will buy JNPR and MRVC,what I doubt. LU and NT are catching up fast as well. NAZ without CSCO as a leader...that would be tough for some time. el paradisio

To: Benkea who wrote (47727)	4/22/2000 9:26:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 99985

Financing a product which is obsolete in 3 years, with no interest or principal payments during its period of usefullness, to marginal new start ups is stupid. That is your opinion to which you are entitled. One thing that CSCO management has not been called is stupid so I think we're missing some critical information. What makes you think ICG is a "fly-by-night"? And what leads you to believe that this practice is so pervasive at CSCO? I don't have any data that suggests there is much exposure here.. and whatever it is it's certainly far less than NT, LU, MOT, JNPR and the rest of the crew. Is the entire sector in trouble now? Arguably the most exciting sector out there right now. Is that our take-away? ANY % should be fully disclosed as it is a highly risky activity for shareholders who own stock in the company who receives 29X such "sales" in market cap! Are there laws that require companies to disclose this type of activity if it's more than 10% of sales?? I thought there was... As for your incesant commentary on 29X backward sales...it means little with a company demonstrating accelarating growth - even as a multi-billion dollar organization. It's truely amazing.. CISCO YOY revenue gains. Jan/2000 quarter: +52.9% (vs. Jan. 1999 qtr.) Oct/1999 quarter: +50.7% Jul/1999 quarter: +48.5% Apr/1999 quarter: +44.4%