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

To: bambs who wrote (46541)	1/10/2001 11:41:23 AM
From: t2	Read Replies (1) \| Respond to of 77400

Bambs, Can you access the conference call. I am having no luck in trying to get access to the call. Do you have another link?

To: bambs who wrote (46541)	1/10/2001 11:41:23 AM
From: t2	Respond to of 77400

Bambs, Can you access the conference call. I am having no luck in trying to get access to the call. Do you have another link?

To: bambs who wrote (46541)	1/10/2001 11:41:23 AM
From: t2	Respond to of 77400

Bambs, Can you access the conference call. I am having no luck in trying to get access to the call. Do you have another link?

To: bambs who wrote (46541)	1/10/2001 11:41:23 AM
From: t2	Respond to of 77400

Bambs, Can you access the conference call. I am having no luck in trying to get access to the call. Do you have another link?

To: bambs who wrote (46541)	1/10/2001 11:41:23 AM
From: t2	Respond to of 77400

SI going crazy on me!!!!!! Sorry for the mulple posts. I got the link now.

To: bambs who wrote (46541)	1/10/2001 11:45:23 AM
From: Lucretius	Read Replies (2) \| Respond to of 77400

are you able to log into the conference? investor.cisco.com its not working for me...

To: bambs who wrote (46541)	1/10/2001 12:06:30 PM
From: uu	Respond to of 77400

It's a Time for Tech Neutrality -- Until the Squeeze Comes By James J. Cramer (http://www.street.com) 1/10/01 11:50 AM ET Don't be so shocked that the NAZZ is rallying. Remember what drives stocks over the short term: supply and demandof the stocks themselves, not the companies. If I had to peer into the trading sheets of the average hedge fund, I would say [and did say in the piece about Cisco (CSCO:Nasdaq - news - boards) and Yahoo! (YHOO:Nasdaq - news - boards) this morning] that it is leaning heavily short. These funds are all poised to pound Cisco into oblivion when it speaks. They were salivating this morning when some of the semis were downgraded. But they didn't go down. I think that presents a dangerous trading opportunity in favor of tech, because when too many hedge funds are short, and nothing happens (which is what I am predicting with Cisco) they have to cover. I can't tell you how many times I have been in this position. I would have positioned us short and be so excited that we caught the Juniper (JNPR:Nasdaq - news - boards) and Cisco "downgrades" at CIBC Opco and all of those other cautionary comments and then see that tech wasn't coming in and just feel the squeeze developing as the world seemed to be caught short. Did you ever wonder how I lost all of that hair? I see the same counter-trade developing on my screen now. Why does it happen? Why do we get these kinds of rallies? I think it is because we have reached a level where it really doesn't pay to be short big. We have come down so much that I think there are other factors at work. Remember, in the real world you don't have to be long or short. You can be neutral. That's where I am in tech. But I respect the power of the squeeze if, in a half hour, Cisco sticks by its usual 30%-to-50% growth scenario at the key Morgan Stanley Dean Witter conference..

To: bambs who wrote (46541)	1/10/2001 12:06:30 PM
From: uu	Respond to of 77400

It's a Time for Tech Neutrality -- Until the Squeeze Comes By James J. Cramer (http://www.street.com) 1/10/01 11:50 AM ET Don't be so shocked that the NAZZ is rallying. Remember what drives stocks over the short term: supply and demandof the stocks themselves, not the companies. If I had to peer into the trading sheets of the average hedge fund, I would say [and did say in the piece about Cisco (CSCO:Nasdaq - news - boards) and Yahoo! (YHOO:Nasdaq - news - boards) this morning] that it is leaning heavily short. These funds are all poised to pound Cisco into oblivion when it speaks. They were salivating this morning when some of the semis were downgraded. But they didn't go down. I think that presents a dangerous trading opportunity in favor of tech, because when too many hedge funds are short, and nothing happens (which is what I am predicting with Cisco) they have to cover. I can't tell you how many times I have been in this position. I would have positioned us short and be so excited that we caught the Juniper (JNPR:Nasdaq - news - boards) and Cisco "downgrades" at CIBC Opco and all of those other cautionary comments and then see that tech wasn't coming in and just feel the squeeze developing as the world seemed to be caught short. Did you ever wonder how I lost all of that hair? I see the same counter-trade developing on my screen now. Why does it happen? Why do we get these kinds of rallies? I think it is because we have reached a level where it really doesn't pay to be short big. We have come down so much that I think there are other factors at work. Remember, in the real world you don't have to be long or short. You can be neutral. That's where I am in tech. But I respect the power of the squeeze if, in a half hour, Cisco sticks by its usual 30%-to-50% growth scenario at the key Morgan Stanley Dean Witter conference..