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Technology Stocks : Cisco -- Ignore unavailable to you. Want to Upgrade?

To: Curtis E. Bemis who wrote (47)	5/10/2000 4:31:00 PM
From: Ms. X	Read Replies (1) \| Respond to of 405

I think that the slide today had nothing to do with Cisco, really. Stocks can't swim upstream in this kind of market. It really is like rowing upstream without a paddle. The market is not formed to support any positive news right now. Fear is too rampant. When the market is ready the report will be honored - it should, it was a good report. A stock is only as good as the market it is in. Unfortunately.

To: Curtis E. Bemis who wrote (47)	5/10/2000 4:34:00 PM
From: Jay Couch	Respond to of 405

And the statement wasn't even a weak one, anyway! Component shortages COULD hurt results in the next few quarters. Why in the hell would Reuters tout that as a reason for the stock slipping, when the whole market is down? The media is grasping at straws. Funny how everyone is an expert the day after. Jay

To: Curtis E. Bemis who wrote (47)	5/10/2000 4:38:00 PM
From: Eric	Read Replies (1) \| Respond to of 405

Curtis The component shortage is total nonsense. Cisco has used this statement for at least the last three years and they have forward looking contract lockups that will reduce the chance of these shortages. Sadly the markets are going down. People are looking for a reason to sell into strength, it's just that we don't have any. So we are in for a lot more bleeding. I can't wait to see what happens in June! Keep the powder dry. Eric