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

To: Uncle Frank who wrote (41993)	10/31/2000 6:26:39 PM
From: Ed Forrest	Respond to of 77400

UF I value your opinion so I guess we'll just have to take a wait and see stance. Hope all is well with you and yours. Cheers Ed

To: Uncle Frank who wrote (41993)	10/31/2000 6:58:00 PM
From: Eric	Read Replies (1) \| Respond to of 77400

uf That is my biggest concern. If there is a change in their forward looking comments then I would be concerned. I've listened to about the last 12 quarterly CC's in a row and I'll be there Monday afternoon listening live on the edge of my seat. Actually I'll be reclining in my comfy chair sipping a good wine! Eric

To: Uncle Frank who wrote (41993)	10/31/2000 7:17:48 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

I would add that after a 10% run up ... in any stock ... one would expect some profit taking. Just as in a 10% sell off one would expect some bottom fishing. What will be interesting is to see how far the gap down is... and if CSCO pushes higher from the gap or lower...

To: Uncle Frank who wrote (41993)	10/31/2000 8:25:47 PM
From: t2	Read Replies (1) \| Respond to of 77400

In my book, nothing counts until the earnings report on Monday afternoon. Any movements before that are based on speculation, rumor, fear, or greed, which have no lasting effect on the course of the company or its stock. I would second that..but I think it rallies ahead of the earnings anyways. I did hear the PMCS presentation at the prudential securities conference---CSCO is a 25% customer. PMCS is firing on all cylinders. The CEO or CFO was very bullish on broadband related spending. So no sign of any slowdown. Basically, he seemed to dispute the slowdown theory at least in his industry. To me it seems that the market is getting the old spending on "voice" with spending for "data". Getting more and more companies in optical saying the same thing. The PMCS bullishness is just more evidence of what we could expect from Cisco. I think Cisco is going to have a very good report and that is all they need to get the stock moving up.