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

To: Monty Lenard who wrote (45300)	12/21/2000 12:43:35 PM
From: bambs	Respond to of 77400

i'm nibbling at longs... the futures were at 2430 at 4 pm on tuesday...i am watching that level for a true break out bambs

To: Monty Lenard who wrote (45300)	12/21/2000 1:26:52 PM
From: kvkkc1	Respond to of 77400

Well let's take a look at the slowdown in capex spending. Most telephone, ISP, CLEC companies plans to spend around the same as last year, so it's a slowdown in the rate of growth in spending. Given LU's announcement that they expect a 20% reduction in US sales, that comes to nearly $2B next quarter. NT expecting less optical growth than previously announced, SCMR claims a slowdown in sales. OTOH, CSCO claims sales growth of 50-60%. Sounds like CSCO is taking market shares from LU, NT, and some of the former high-flying startups.knc