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


To: GVTucker who wrote (42068)11/1/2000 2:17:19 PM
From: larry  Respond to of 77400
 
GV,

If you read through my whole post, you should figure out that I believe that CSCO's business is going to slow down dramatically in the next two years (ala DELL at the end of 98). With top line growth slowing, investors will be highly picky about the booming investment gains shown in the report. CSCO is a dangerous long at current level (which does not mean that it's a great short). Shorts won't win or make great money on this issue. However, in the end, it's those diehard longs or momentum riders who will suffer the most.

larry