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

To: Stock Farmer who wrote (39868)	9/13/2000 10:28:42 AM
From: bambs	Respond to of 77400

No that was a well thought out post. I like your style. I agree with you completely. I was a buy and holder over the last 5 years like everyone else. I played MSFT, CSCO, .coms , B2B and then Biotech early this year. The climate has changed. It's time to trade more actively or make nothing. I think we have entered a period in the market where the return in big cap techs will be very little over the next 5 years. The one thing about them though is they make great shorts as they fail key resistence levels. The bulk of my trading now is shorting IPO lockups as they slide into the ground and longing and shorting big cap techs as they break down or break out. I don't try to get to much but if you cut your losers tight and let your winners run you can net over 10% a month. The longs of this board don't want to here about this strategy. I think the great returns they have made over the last 5 years have gone to their heads. I think it's time that people look at changing their trading styles or they will suffer over the coming years. I believe there is a csco moderated thread started by Gary. For those of you that don't want to talk about things like 800 million stock options, effects of pooling, a slowing telecom sector or realistic expectations for the market, I'm sure Gary will welcome you to his thread. Bambs

To: Stock Farmer who wrote (39868)	9/13/2000 12:33:58 PM
From: Eric	Respond to of 77400

Cisco Watch: Did Cisco misspend for Monterey? By Steve Silverman Redherring.com, September 12, 2000 redherring.com