Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eski who wrote (43644)	11/20/2000 7:27:21 PM
From: t2	Respond to of 77397

Eski, That is the problem. It will be harder to downgrade the high fliers now, given that NT has confirmed guidance. I agree many companies can be downgraded based upon PE but it will be harder given the severe hits many of these had. I can't imagine JNPR not going up at least $10 tomorrow based upon NT reaffirming guidance. I I think the election, combined with the useless analysts has been causing the selloffs. I don't think people are that patient to sit in money market funds. They will get the itch to start buying, fearing missing the boat. They will feel this way especially if they got out a few weeks ago. Regarding the election; once we see some light at the end of the tunnel, that might do it. I do still think that NT will help put a floor on the Nasdaq given the number of big cap Nasdaq stocks that get impacted by NT. CSCO, JDSU, SDLI, PMCS, AMCC, VTSS, XLNX, and on and on. So far there was no reason to believe that the capex issue was any better than the thesis put out by Sagawa. Good luck BTW--That is why the Nasdaq futures have started moving up this evening. Earlier they were just flat.