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

To: Monty Lenard who wrote (47296)	1/26/2001 8:51:36 AM
From: a_dumb_blonde	Read Replies (1) \| Respond to of 77397

Cisco is a >>10% customer at pmcs--hi 20's I think. PMCS says that orders fell off a cliff in recent weeks. Witness the slaughter this morning. No matter how good Cisco is managing their channel I've got to think that this weakness at PMCS is really BAD news for the Goddess of Networking. XOXO blondie

To: Monty Lenard who wrote (47296)	1/27/2001 1:08:27 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 77397

I found your reply checking your profile. My momo was mixed Friday up slightly however very heavy volume in CSCO & ERICY ( both down ) wasn't factored in as it works on 10 avg volume , the market seems very undecided & just about any news could run it either way. ( short term) One thing about the dip is taht it caused the NDX to broaden out some There were too few stocks with very big gains taht had it jacked up, in that respect it looks better than it did, however it's still way over priced for an economy that's contracting. But being over priced don't mean a lot in the dream land of J6p as long as the suckers can still borrow money to toss at it , it can go on up. We still have a few gap ups to fill but that may be a month coming I sure can't tell with the mixed data I'm getting. ----------------------------- As for CSCO under the circumstances she has recently made two very foolish moves with her cash but then too so did WCOM some time ago and it took a long time for taht to catch up with her. ( but it did ) -------------------------------- Csco may take a long time to drop to fair value ( about $10 a share ) but when the smoke and mirrors stop working people will see anything over a 20 P/E as stupid long term holdings. Jim