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

To: t2 who wrote (41710)	10/30/2000 8:53:04 AM
From: bambs	Read Replies (3) \| Respond to of 77400

You are dreaming. The telco spending concerns are far from priced in to stocks like NT and CSCO. You may noticed that word "bankruptcys" is now being used when talking about companies in the telco sector. If the customers aren't healthy then how the hell is the supplier going to do well in the coming years. "Bond market is closed" for many companies in the telco sector. Good night CSCO, Bambs

To: t2 who wrote (41710)	10/30/2000 9:49:20 AM
From: The Phoenix	Read Replies (4) \| Respond to of 77400

t2, As disappointing as this target reduction by LEH is it is likely the best thing that could happen for CSCO stockholders. One should note that CSCO is down on jawboning about accounting practices, option benefits, and expectations on cap-ex spending. Still CSCO continues to perform - quarter in/quarter out... and we have another report coming next week with forward guidance. So, we're down - not because of execution but because of jawboning by the analysts which IMO is a good sign for long term holders since these same people believe that CSCO is one of the best positioned companies.... so, in all the revaluation is just what the doctor ordered... as disappointing as it is to see. I guessing (yes, just guessing) that we have a rough week... earnings will shed new light one way or another.