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

To: t2 who wrote (43689)	11/21/2000 7:16:10 PM
From: Victor Lazlo	Respond to of 77400

I think the election thing casts a pall over the mkt until the electroal college votes.

To: t2 who wrote (43689)	11/21/2000 7:18:37 PM
From: Victor Lazlo	Respond to of 77400

I think the election thing casts a pall over the mkt until the electoral college votes.

To: t2 who wrote (43689)	11/22/2000 1:45:44 AM
From: FESHBACH_DISCIPLE	Read Replies (7) \| Respond to of 77400

A question for the board. If cisco and nortel are heading for a collision in the optical space which companys profit margin will win? Does cisco's go down or nortels go up? I know its debatable how they make their money(funky accounting etc.) but that we will leave for another discusiion. Something has to give me thinks. Any thoughts?

To: t2 who wrote (43689)	11/22/2000 5:27:29 AM
From: Eski	Respond to of 77400

Nortel Guides Lower on 2001 Optical Sales thestreet.com

To: t2 who wrote (43689)	11/22/2000 10:27:45 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

www0.mercurycenter.com Chip equipment makers post record in orders North American-based semiconductor equipment makers posted record orders of $3 billion in October, 17 percent higher than shipments in the same period a year ago, a trade group said. Semiconductor Equipment and Materials International said Tuesday that the so-called book-to-bill was 1.17, meaning that for every $1.17 in orders taken, $1 in chip-making equipment was shipped. The three-month average of $3.04 billion is 5 percent higher than the September 2000 level and 89 percent higher than the $1.61 billion in orders posted a year ago.