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

To: Eric who wrote (35716)	5/18/2000 12:54:00 PM
From: Bill Coenen	Respond to of 77400

Gary and Eric, As a fellow long your thoughts are encouraging but the volume on the csco sell off is quite high in what has been a relatively low volume market place recently. Is this the institutions taking a hard look at the super high PE companies in general? I agree that they are ignoring csco value while doing it but I sense a street standard shifting. Even so, for the long haul I'd bet on the cisco's of the world every time. Bill

To: Eric who wrote (35716)	5/18/2000 5:03:00 PM
From: SouthFloridaGuy	Read Replies (2) \| Respond to of 77400

CSCO's "stellar" performance is an ACCOUNTING gimmick. My only hope is that the SEC and DOJ bust them for fraud and anti-competetive behavior at the same time.

To: Eric who wrote (35716)	5/18/2000 8:21:00 PM
From: The Phoenix	Respond to of 77400

I think this is what you were saying last week.. biz.yahoo.com Of course this guy is a nobody... well... almost... ;) Technology investor Vilar still bullish By Alice Ratcliffe ZURICH, May 18 (Reuters) - U.S. and British-based investor Alberto Vilar, who placed early bets on once-obscure companies like Microsoft (NasdaqNM:MSFT - news), Oracle (NasdaqNM:ORCL - news), Cicso (NasdaqNM:CSCO - news) and AOL (NYSE:AOL - news), remains bullish on technology and the Internet. ``In the States, everyone is bearish because the market is down,'' he told Swiss journalists at a presentation to announce a cooperation with a Swiss-based investment bank. ``I think you will look back in 12 months, 24 months, 36 months and be shocked at how cheap these prices were this year, because the technology is exploding,'' said Vilar, who founded Amerindo Investment Advisors Inc, with offices in New York, London and San Fransisco, in 1979. Assets under management for mainly institutional clients now total over $7 billion, and money is still coming in, he said. Amerindo has some U.S. listed mutual funds, and recently floated Amerindo Internet Fund Plc (quote from Yahoo! UK & Ireland: ANO.L) in Britain. But it is best known for the high-tech firms it has backed over the years.