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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (17959)	2/7/2001 11:08:08 AM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 24042

t2, you are right; market is ignoring CSCO. -40 to -60 on the Naz is nothing considering the previously presumed importance of CSCO. I think at this very minute, great tech stocks are moving from weak hands to strong hands. Right now Pacific Crest Securities put out a memo that there is a possibility that the whole MSFT trial will be deleted, Judge Jackson will be reprimanded for improper behavior during the trial and it is felt that Bush will do nothing to restart the MSFT trial. If that happens, look at MSFT gaining 15 points in 1 day and the Naz going up 250/1 day.... :-) TA

To: t2 who wrote (17959)	2/7/2001 1:14:21 PM
From: pat mudge	Read Replies (2) \| Respond to of 24042

<What bothers me about Cisco is that everyone blames the economy on the company's problems. Could be that in addition to a soft economy, they are facing competitive pressures...and are having trouble getting into optical. That is why I think there is overeaction to Cisco's earnings. Only monopolies like Microsoft of years past can be true indicators. Cisco is not even as strong as the present day Microsoft. Again, market is ignoring the competitive pressures faced by Cisco. The economy is responsible for Cisco's problems in that they haven't been able to break into the Tier I carrier market and therefore been relegated to enterprise, ISPs, CLECs, and some of the less stable greenfield backbone carriers. I agree with Scott Kriens's theory that the strong will get stronger and the weak weaker. Unfortunately there's a cycle that starts to form when you're dependent on the weak for survival. When it turns negative, your market cap tanks, your buying power evaporates, and what began as a blip turns into a death spiral. If the market absorbs Cisco's woes without total panic, it'll mark a turning point and be stronger in the end. Pat

To: t2 who wrote (17959)	2/7/2001 1:31:11 PM
From: Northern Cougar	Respond to of 24042

t2 I agree with your comments re, CSCO's competition is getting the best of them. IMO, CSCO no longer controls the sector has it did a few years ago. But it will take a year for the Analysts to acknowledge this fact. eg, Last year in early Jan 2000 LU warned and subsequently showed it was having problems in its top line and bottom line. At the time the analysts and talking heads were quick to downgrade the other network suppliers, pointing to systemic problems. My take on it at the time was that NT among others was eating LU's lunch. This proved itself out in that quarter and during the rest of the year as NT's business and earnings grew while LU struggled more and more, to the point that today just a year later LU is no longer a harbinger of the industry's health or otherwise. Along the way it got beat by better technology and competitors business strategies. The same may be happening to CSCO, however CSCO I believe does have better Mgt than LU had... PS Long JDSU & NT then and now, although less now because of economic slow down (all the ships go down when the tide goes out)