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

To: Midnightsun who wrote (41599)	10/27/2000 5:12:38 PM
From: Eric	Respond to of 77400

Jubak's Journal How to buy technology's new leaders Despite the market's drop, the most obvious suspects still look too expensive -- but a few potential superstars are now priced well below $20 billion in market cap. By Jim Jubak moneycentral.msn.com Comments at end of article about Cisco.

To: Midnightsun who wrote (41599)	10/27/2000 5:20:24 PM
From: Eric	Read Replies (2) \| Respond to of 77400

Well it looks like some on the thread are becoming value investors. But it looks more to me like that's a label to cover up the fact that they are traders. I'd like to see how successful these "traders" would be over a long term horizon. I haven't met someone who could play that over the long run. Met a bunch with a lot of bravado but no follow through in the long run. To each his own I guess. On another subject with the big drop in GDP this morning looks like we could go to 0 growth next qtr. Especially if xmas is as slow as I expect. The fed could reinflate sooner than most people expect. JMHO! Eric