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

To: bambs who wrote (40498)	10/10/2000 4:53:17 PM
From: The Phoenix	Read Replies (3) \| Respond to of 77398

Yep... the YHOO folks must be talking up a storm. I think there are two major flaws in analysts thinking that will turn this market - very soon. 1 - that all internet stocks are bad investments and are overpriced. Some deserve to be and will do well 2 - the the infrastructure slow down is broad based when in fact it's representative of a shift in spending more than anything else. LU is getting shot due to their reliance on old world 5E/4E switches. They have lost lot's of people. So, analysts seem to think that because small start-up .coms and old world infrastructure companies are exploding so must the entire sector. This is wrong... and in fact to the contrary. The fact is there is now more market and more growth for those companies that remain. One item of note... the PC sector (INTC, DELL, etc.) again this is a shift in spending - away from PC's and towards mission specific devices. Not a slow-down - a shift.