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


To: Wyätt Gwyön who wrote (46502)1/10/2001 8:42:42 AM
From: michael97123  Read Replies (1) | Respond to of 77400
 
Piling on! Nothing new there. Lets see what comes from the conference today. Suspect the next few days will tell the tale one way or the other.



To: Wyätt Gwyön who wrote (46502)1/10/2001 8:44:42 AM
From: bambs  Read Replies (1) | Respond to of 77400
 
hmmmm...sounds kinda like what we've been talking about on this thread for a year now.

Bambs



To: Wyätt Gwyön who wrote (46502)1/10/2001 8:46:30 AM
From: kvkkc1  Respond to of 77400
 
Sounds like another moron who read a 6 month old reprinted barron's article and wrote it down as research. I guess this guy thinks lucent is the place to be since he upgraded them to buy concurrent with the csco downgrade. Great for his credibility.knc



To: Wyätt Gwyön who wrote (46502)1/10/2001 9:02:52 AM
From: The Phoenix  Respond to of 77400
 
MM,

I heard that same thing this morning on CNBC. Does anyone have any detail on what CIBC suggests are this "tsunami" of changes, who is best positioned, and what it is CSCO is lacking to not take advantage of this supposed change?

Given simultaneous downgrades of JNPR, and upgrades of LU it would seem that the analyst isn't talking about capitalizing on changes but rather talking about valuations. Or does he really believe LU is best positioned? If so, that pretty much discounts anything he says since just about everyone knows (except perhaps this analyst) that LU is doing the best imploding act of any company in recent memory.

OG