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

To: chic_hearne who wrote (43683)	11/21/2000 9:04:35 AM
From: t2	Respond to of 77400

I think Lucent has real problems and had them for a while. That is why it cannot impact the NTs, CSCOs is that bad news out of Lucent is not unexpected. Remember when NT disappointed, it rocked all the stocks in the sector. Back in early 2000 is when Lucent was able to affect the trading in other stocks. Remember the call from McGinn when he stated it was a Lucent specific problem and the other stocks went up the next day even after dropping big afterhours on the day of the warning. That stopped happening by summer. Actually Lucent's problems might be good for Ciena, NT, JNPR, CSCO, SCMR simply as the competition is reduced. Chambers must love this sort of thing if one listens to his comments of the past few months. Only wants about 2 players per market segment and they want to be number 1 or 2. Lucent's woes makes it easier for them to stay on target.