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

To: michael97123 who wrote (46477)	1/9/2001 3:55:37 PM
From: Ed Forrest	Respond to of 77400

. Once it is perceived that fed is serious folks will have to step up orders on tech to compete. Mike perceived as in Perception vs Reality: Perception is a funny thing--it's reality with a hazy filter. No two people seeing the same thing come away with the same experiences. We bring to reality our own feelings, experiences, opinions and take them everywhere we go. All these pieces are an important part of who we are but can be limiting and at times, a hindrance. If we don't keep an open mind to all that's around us, our view of the world becomes narrowed, like we're fitted with blinders. We could be missing many opportunities. Ed

To: michael97123 who wrote (46477)	1/10/2001 2:06:01 PM
From: Robert Douglas	Respond to of 77400

Can you imagine folks not spending on tech to increase productivity? Yes, it's called a recession. There isn't as much need for productivity gains in a recession because capacity is ample. Such is the case right now as capacity utilization is very low for this point in the business cycle. The two main determinants of capital spending are capacity utilization and profits. Both suffer in a slowdown and will dampen the enthusiasm for technology products.

To: michael97123 who wrote (46477)	1/10/2001 8:33:38 PM
From: Catcher	Read Replies (1) \| Respond to of 77400

"Once it is perceived that fed is serious folks will have to step up orders on tech to compete." right on target, m. take two companies in virtually any sector of the economy. one decides they are going to "save money" by not investing in tech. the other decides to invest heavily in tech. 5 years later which company is thriving? all ceos know this. in years past we've seen rotations in and out of tech. this one has been severe and a re-valuation has been accompanied by a re-valuation of sorts. still only a matter of time (1 month...4 months) till all the folks downplaying techs on cnbc right now are telling us how it has been the place to be all along.