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

To: The Phoenix who wrote (43828)	11/29/2000 4:46:18 PM
From: Eski	Read Replies (1) \| Respond to of 77400

I guess you the only informed investor, it all has a ripple effect,right or wrong, PERIOD.

To: The Phoenix who wrote (43828)	11/29/2000 4:52:03 PM
From: bambs	Read Replies (1) \| Respond to of 77400

you will most likely have to wait until nasdaq hits 500-600 in 3 years. What most still think is that the optics sector is special...it's just hardware....new hardware but hardware...it will be a sector with increased competition, lower margins, slower growth and vendor financing issues for years to come. make no mistake this is not a buying opp. no long term buys at these levels... this time it ain't different! it's the people that don't understand the optics sector that are holding these stocks up...just like those that dreamed about the wonders of every other new high tech sector and it's prospects... Bambs

To: The Phoenix who wrote (43828)	11/29/2000 4:57:59 PM
From: Eski	Read Replies (1) \| Respond to of 77400

BTW, how many more buying opportunities you want? 5200 5000 4800 4600 4400 4200 4000 3800 3600 3400 3200 3000 2800 2600 etc

To: The Phoenix who wrote (43828)	11/29/2000 5:22:24 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Gary That's why I never invested in the box makers in the first place although I really liked Dell's business model. I watched them run up in 1995 and 1996 but sure didn't expect the stock to run as far as it did! It's getting to look good to buy into the markets. I am having a hard time holding off but it sure feels like a sudden capitulation sell-off any time now. Telco infrastructure plays looking interesting. Although some of the telco carriers will have trouble going forward with their old legacy equipment as an anchor around their necks (high people and equipment costs)! Going forward the fast and nimble ones will profit handsomely. Sales of that equipment will continue to take off because of the savings on economies of scale. I remember a college professor of mine years ago in a physics class that asked us how a car works. Not too many hands went up in the air on that one. If you asked 100 people on the street to explain how a car works very few could do it. Amazing since cars have been around now for over 100 years! So it's no wonder that the majority of people don't understand how important technology is going forward. The opportunities are endless... Eric