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

To: The Phoenix who wrote (40967)10/17/2000 5:35:19 PM
From: DiB  Read Replies (1) | Respond to of 77400
 
OT: FDRY
Gary, it seems FDRY is finally getting some momentum with their Internet Router (NetIron) family of products. NetIron1500 compares quite favorably with M160. I'll post some conference call notes on FDRY thread.

Long CSCO,JNPR,FDRY.



To: The Phoenix who wrote (40967)10/17/2000 6:43:54 PM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
Looks like Bambs is going to be wrong about earnings misses and it looks like concern over earnings softness may be overstated.

I think I have to retract this comment. Looks like the market don't like the IBM numbers. CMTN getting hammered on comments that they will miss next quarter (cuz they're getting their asses kicked by ALA and CSCO). Could be rough - especially with the reaction to IBM.


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