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

To: Jim Lamb who wrote (42224)	11/4/2000 1:54:39 PM
From: Jimbo	Read Replies (2) \| Respond to of 77399

re Adams comments : Forget the employment report and the looming presidential election, for tech-stock investors the most important evening of the rest of the year will be Monday, when tech giant Cisco Systems (CSCO:nasdaq - news) reports its quarterly earnings. He is soooooo right - every tech investor out there better hope JC paints a bright future going forward !

To: Jim Lamb who wrote (42224)	11/4/2000 2:34:33 PM
From: teevee	Read Replies (2) \| Respond to of 77399

Jim, Shares of Cisco have stalled, however. If the Nasdaq Composite -- still the proxy for tech stocks that matters -- is to recover, Cisco's stock must recover. The writing is on the wall and has been for some time. You might have noticed that in spite of a slow down in equipment purchases by telecoms etc., Nortel's growth projections(based upon their order book) are intact at 40% over the next 12 months. This has been at the expense of Lucent AND Cisco. As Lucent and Cisco customers upgrade and expand their systems, many are migrating to Nortel equipment. regards, teevee