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

To: The Phoenix who wrote (47446)	1/29/2001 12:06:55 PM
From: michael97123	Read Replies (1) \| Respond to of 77400

"What message do you think Chambers is sending to AG? He for sure is clear about the way he'd like to see rates go.". I was thinking the same thing in an earlier post somewhere today I alluded to that same point. AG must protect Nasdaq and Cisco is tantamount to nasdaq.. So given that the half point was assured, maybe the message is to add 1/4 more. We will see soon enough. I do believe that barring a severe more lengthy recession, the bad news from cisco this weekend will just solidify the bottom in the mid 30's, maybe a bit lower than now but that rate cuts and the actual earnings release will start the rally for cisco.

To: The Phoenix who wrote (47446)	1/29/2001 12:10:50 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 77400

To my knowledge Cisco is the only large company that has a near real-time accounting of sales, earnings, costs, cash flow, etc., so that it can issue a financial statement that correctly reflects the financial condition (including booked and projected revenues and earnings) of the company at any time. That real time financial accounting allows John Chambers to give highly credible and accurate how-goes-it assessments, and uniquely so among CEOs of S&P-100 companies. Tulvio

To: The Phoenix who wrote (47446)	1/30/2001 12:29:15 AM
From: Batgirl	Respond to of 77400

BREAKING NEWS.What effect will Nasdaq buying Easdaq have ? investor.cnet.com

To: The Phoenix who wrote (47446)	1/30/2001 10:19:14 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 77400

Congrats on the cool post... I think that there may be another aspect as well that is competitive. CSCO can pretty much weather most storms that are thrown at it, including this one. Many of the newer companies that are far more reliant on the stock price for survival are in precarious positions and this may be an attempt to nudge them over the edge (if CSCO is having trouble, then it must be a real bitch for everyone else...). Of course, it could be that CSCO was the last one to be affected by the economic slowdown and could mark the bottom. I am amazed that CSCO took this approach, with increasing competition and bullish comments and earnings announcements from some of CSCO's competitors, it seems to show a sign of vulnerability. Then again, the appearance of vulnerability may be the intention as well.