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

To: RetiredNow who wrote (37207)	6/6/2000 5:58:00 PM
From: Eric	Read Replies (1) \| Respond to of 77400

mindmeld I was just at the Fools site and was going to post the story but you beat me to it! It's a great story. It sure sums up why Cisco is doing so well cash flow wise! Eric

To: RetiredNow who wrote (37207)	6/7/2000 7:49:00 AM
From: GVTucker	Read Replies (2) \| Respond to of 77400

That is a good article from the Fool. Unusual to see such rational fundamental analysis from them. And it also explains why, in the end, even though I think Cisco is overvalued, I wouldn't short the stock. (If it really was the house of cards the ardent bears think it is, the cash flow wouldn't be there.) The article also explains why, even though I think that there are some hidden assets in Lucent that could be better utilized, why I don't want to own Lucent. If they could ever find somebody in management that was willing to work on the efficiency of the company, there really might be a lot more value there than anybody thinks.