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

To: Tony Viola who wrote (45888)	1/3/2001 4:00:44 PM
From: The Phoenix	Respond to of 77400

Weird list... CSCO because enterprises won't buy from start-ups... but EXTR - fiber to the building - new market play ONIS - Metro optics. New markets. NT and CIEN - suspect I think - if you believe in across the board capex reduction. However optical infrastructure and brand extension to the edge (metro, FTTB) optics should allow them to hang on. I think NT's exposure to circuit switching will hold them back. Unfortunately... I am still long there - added more this morning - lucky move. OG