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

To: bambs who wrote (40390)	10/5/2000 8:12:48 PM
From: t2	Respond to of 77400

Sagawa again??? Just wait until we see the earnings from Nortel and JNPR this month and Cisco in November. Any comments coming out of the companies themselves seem to refute his thesis or at least clarify the situation. I am sure they will have lots to say. IMHO today was the best day to cover---we are off to the races starting tomorrow. Here is a quote from an earlier story I posted today from the CEO of JNPR. "I think spending is going to be reallocated," Kriens said. ``What it will move away from is the old networks and the legacy single-purpose networks that did nothing. It will move into the new infrastructure ... and that is exactly the market that Juniper and many of the new companies are built for. We may see some decline in the absolute but the real dollar spending is going to move into the markets we're in." ------------------ my comment--that is where NT and Cisco are headed as well. NT rallied today and CISCO is not far behind. We shall see how it unfolds. No way I would buy Sagawa's pick--Lucent. He has little credibility to issue such a report on the entire sector. The move up in the stocks that got beaten down (ahead of earnings)will be the confirmation of this--ie NT, CSCO.