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

To: bambs who wrote (44516)	12/14/2000 10:55:06 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Nortel confirms guidance... 2 weeks prior to quarter end. Message 15019339 Corning looks self assured as well.. www2.marketwatch.com If CSCO comes in it tells me that there is separation going on between the haves and have-nots. So, tier 2 vendors are getting the brunt of any impact from a slowdown. I think this is what Chambers eludes to when he says that during these periods is when CSCO shines. So, now the question is - is the cream rising to the top or is there a slowdown that will impact all vendors? I suspect this is the crux of our differing views. OG