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

To: Boplicity who wrote (42670)	11/6/2000 6:54:43 PM
From: Eric	Respond to of 77400

Nice interview on CNBC with John Chambers. His best yet. Will have to wait until tomorrow to see what happens. Only one problem....the election will modulate the markets for the next few days until we know who won the House, Senate and the Prez. and so it goes......

To: Boplicity who wrote (42670)	11/6/2000 6:54:55 PM
From: Chris Stovin	Respond to of 77400

I just listened to John chambers on CNBC.....he says he the most positive he's ever been..(I could be wrong of course)butthis stock is going up tomorrow.....IMHO...thats my bet.... Cheers

To: Boplicity who wrote (42670)	11/6/2000 7:05:36 PM
From: Road Walker	Respond to of 77400

JMHO, The theme of the conference call was differentiation. From competitors and the economy in general. The competitors are not addressing the same markets, they have significant portions of their revenue and profits from legacy, non Internet technology. If the economy slows, Cisco products will be in even more demand because they allow cost savings. Agree or not, that was the message. Regardless of the valuation argument, which is subjective and dependant on a number of factors, everyone has to admitt this is one hell of a well run company. They attack their marketplace. I for one will ride out the valuation sentiment and valuation realities, and keep a position in Cisco. They are good. John