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


To: FESHBACH_DISCIPLE who wrote (48142)2/6/2001 2:29:54 PM
From: pat mudge  Read Replies (1) | Respond to of 77400
 
Optical parts biz is rapidly becoming a commodity.

There are all kinds of knockoff companies in the far east that have reverse enginered much of the stuff.

I applaud cisco from staying away from components.


Seems the market doesn't agree:

Three year chart:
quicken.com

One year chart:
quicken.com

YTD chart:
quicken.com



To: FESHBACH_DISCIPLE who wrote (48142)2/6/2001 3:33:52 PM
From: sam  Respond to of 77400
 
"Optical parts biz is rapidly becoming a commodity."

There are some good reasons to short JDSU. This, however, is not one of them. imho