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To: WhatsUpWithThat who wrote (40429)11/7/2000 11:01:58 AM
From: JLS  Respond to of 57584
 
10:59 ET Cisco Reaction Overdone : Bear Stearns defending the following names: Altera (ALTR -3 7/16); Xilinx (XLNX -6 1/4); Cypress Semi (CY -4); PMC Sierra (PMCS -24 1/4). Firm says the reaction is overdone with the impact of CSCO already factored in the consensus numbers.