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

To: The Phoenix who wrote (40094)	9/25/2000 12:57:44 PM
From: Hobie1Kenobe	Read Replies (1) \| Respond to of 77400

Gary, from Briefing.com - 12:36 ET Cisco Systems (CSCO) 58 7/8 -1 7/16 (-2.4%): -- Update -- Trading floors attributing weakness in stock to concerns about CSCO's exposure to ICG Communications (ICGX). ICG is thought to have utilized almost $100 mln under vendor financing agreement with Cisco. Bulls arguing that the potential losses have already been reserved. briefing.com JF3 (long CSCO)

To: The Phoenix who wrote (40094)	9/25/2000 6:24:08 PM
From: bambs	Read Replies (4) \| Respond to of 77400

Gary, What do you think of the following statement about csco made today by a bull on this thread? So no matter how you look at it, this stock is going to perform well over the next year (at least at what us old timers know is a good return). It's this kind of bullish talk that really gets me going. If the bulls and bears are going to try to get along on this thread I think these kind of comments need to be stopped by both sides. How many bulls would show up and attack me if I were to say that in my opinion any way you slice it...csco will take a 15%-30% hit over the next 2 years and still be over valued? Reminds me of a comment I heard a SUNW official made today...it was something along the lines of: we are going to continue to grow our earnings regardless of the worlds economic climate. How can we take someone seriously when they make statements like this? Bambs