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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (1699)	9/25/2000 9:33:08 PM
From: fedhead	Read Replies (1) \| Respond to of 57684

I would be concerned if CSCO took out May's lows on heavy volume. Till then I would give CSCO the benefit of doubt. Actually over the years it has paid to buy CSCO whenever it has come down to its 200 day moving average. I believe the market is focusing on the rumored telecom slowdown because of the pricing erosion in the long distance market, competition from JNPR and the like which is why CSCO is under pressure. I believe the pricing erosion in the long distance benefits suppliers like CSCO, JNPR etc as the telcos replace their antiquated phone switches with gear from the likes of CSCO. Having said that I do not like the fact that CSCO has broken Friday's lows one bit.I steer clear of fancy option strategies like selling puts etc etc as I find that clouds my thinking. Tomorrow should be interesting. Anindo Thanks Anindo