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

To: zbyslaw owczarczyk who wrote (44164)	12/5/2000 8:54:54 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Courtesy Paul Reuben on Cisco thread: Commentary: Cisco set to benefit from bear market By Meta Group Special to CNET News.com December 5, 2000, 12:20 p.m. PT Cisco Systems has a dominant share of enterprise networking and a strong position in exactly the part of the carrier area that the major carriers must keep growing, plus a huge replacement market. "Cisco has been criticized in the last two years because it has not invested in the optical networking market. But Cisco's executives have argued that optical networking equipment was vastly overpriced. Now the bottom has dropped out of the optical marketplace, with stock prices from companies in that market tumbling. Now it looks like Cisco was right about the optical market, and it does not have the exposure that the other networking companies have. If stock prices continue to fall, Cisco will be able to acquire the technologies it needs to enter the optical market at a very reasonable price." news.cnet.com

To: zbyslaw owczarczyk who wrote (44164)	12/5/2000 9:09:52 PM
From: Hector	Respond to of 77400

<Floride House will have the final vote, and you can bet it will be for republican electors> No doubt, but in the meantime the market will tank big time if the scenario I described comes about. BTW, even if this were to happen, the Nasdaq should rally another 500-800 points from these levels and then I expect the decline to resume. My advice is to lighten up on all those big caps that were the beneficiaries of the great bull mania. That includes CSCO, EMC, SUNW, and many others. They're all wonderful companies, but are by no means worth their current valuations.

To: zbyslaw owczarczyk who wrote (44164)	12/5/2000 10:42:02 PM
From: TigerPaw	Read Replies (1) \| Respond to of 77400

OTFloride House will have the final vote, and you can bet it will be for republican electors. An election should never be stolen quietly. There should be bells, and alarms, and fireworks with everyone having a chance to get on the record. The Florida legislature and the Supreme Court have yet to weigh in decisively and this is not the time to sit quietly on the sidelines so as to not have a tracable position in a decade or two. Let the Florida House have a go, and let Congress have it's own too. TP