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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (49158)5/3/2000 12:41:00 PM
From: el paradisio  Read Replies (2) | Respond to of 99985
 
Heinz,I have less optimistic view towards CSCO.
1.Current valuation
2.I expect them to deliver as expected
3.It will be difficult to sustain that future growth,
JNPR routers are "hot " now and CSCO's "brain" is in JNPR
WCOM is one of a bigger customer and I was warned by
friends long time ago about CSCO
4.CSCO can be the next on the list after the MSFT
Regards,
el paradisio



To: pater tenebrarum who wrote (49158)5/3/2000 2:14:00 PM
From: bobby beara  Read Replies (1) | Respond to of 99985
 
Heinz, the reason i am saying that cisco numbers will be disapointing is because we are in p/e compression mode, the public threw all their money in at the top, stuffing every last dime into agressive growth funds and going 90% tech in rydex.

check out the gravestone doji off the top of the broadening pattern on the retailers

207.61.23.98


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