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

To: Tulvio Durand who wrote (37922)	6/24/2000 9:57:00 AM
From: Jimbo	Read Replies (1) \| Respond to of 77400

With Europe and Asia expanding CSCO has plenty of opportunity areas to sell their gear - not just the .dot coms in the U.S. !

To: Tulvio Durand who wrote (37922)	6/24/2000 1:46:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 77400

Tulvio, as you probably know, Fleckenstein has been trying to dump the big high techs for years, while their stocks double every year or 2. What a kaboosh, or whatever Big Vinnie says. Tony

To: Tulvio Durand who wrote (37922)	6/25/2000 1:14:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 77400

Fleckenstein's question is an important one. I am surprised he doesn't try to evaluate it objectively instead of lobbing it up as pure FUD. Personally, I don't think that there is any doubt that many dotcoms will fail in the coming months and years. However, there will be a net increase in the number of transactions and business that occurs on the internet regardless of those dotcom failures. The surviving dotcoms would just absorb the business of the failed dotcoms and their (the successful businesses) will gain the incremental growth. If Amazon fails, it will require barnes&noble or whatever online retailer to grow their infrastructure to meet the increased demands. I think that Fleckenstein's FUD is pretty empty. JXM