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

To: Monty Lenard who wrote (40850)	10/14/2000 9:45:15 PM
From: bambs	Read Replies (3) \| Respond to of 77398

MSFT will fill that gap in about 10 years when CSCO breaks $82. Friday was a free money jam job plan and simple. Big money had to bounce the market because they have no choice. They need to keep the game going as long as possible to keep making money. I will be surprised if this market can hold Fridays gains through this weeks earnings. I'm sure the spin will be thick. Forward guidance will be hyped and hopeful. The same old story from IBM and MSFT. As a side note. I was talking to a friend of my that works for a major cable company that provides Internet access. He informed me that they have been looking putting some of JNPR's products into there network. He explained to me that when ever CSCO hears that they are looking into JNPR's product line, CSCO immediately slashes prices and offers incentives to keep them loyal to CSCO. He tells me that from what he see's there is a real price war in the making here. It will be interesting to see how margins and revenue growth will be effected in the next year with this increased competition and a slow down in the economy. I think we have 1 or 2 quarters left until this market realy falls apart. Bambs P.S. Don't let the TM's get to you. Posters like Ed can't help themselves. Losing paper profits due to a huge ego can be very up setting.

To: Monty Lenard who wrote (40850)	10/14/2000 11:10:18 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 77398

Monty; I've done more thinking on her and a few more post about the indexing effect. I have to update some more data before I actually make up my mind.. ---------- My second thought on her is to wait and let her start pumping up and down some then maybe grab a dip. She seems to be having a hard time turning around this down trend, and if she does I expect the bigger move wouldn't come until after her Relative Strength to CSCO improves either by her going up at a faster rate or CSCO dropping more. ------------- As it is she is in my Mo Mo gang and I think I've noticed some program trading of money moving back and forth between her and INTC.. it's almost like When INTC gets strong MSFT weakens..and if INTC weakens MSFT gets stronger. I assume it's some big Institution or Fund that owns most all of the ones in my Mo Mo,, and has decided to flip money between the two, in some sort of attempt to unwind ( distribute ) the shares of both without just dumping. ----------- The problem the Big Boys have is they can't get out of a large position fast without shooting themselves in the foot. I have to do some more looking, however I am fairly convinced any market rally that leaves MSFT out will not last long. On the other hand when MSFT does start UP the main part of a foundation for a real market rally to follow is in , I noticed that in 96 & 97..and the rally took it's time but MSFT and CSCO eased on up ahead of it. ----------- At this time just by eyeball , and considering Tax loss type selling and the indexing effect CPQ looks like its in better shape to go up than MSFT. Her short term RS is better than most of the mo mo stocks. quote.yahoo.com ORCL and SUNW beats her short term RS but what if profit taking hit's them two, like a lot of funds are down for the year and they don't need to do any tax loss selling, in fact some could take profits from ORCL and SUMW to raise cash levels and still not get caught with Cap Gains. The dance from here to the end of the year looks like it's going to be a jitter bug. :-) Jim Jim