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

To: RetiredNow who wrote (48425)	2/7/2001 4:03:27 PM
From: michael97123	Respond to of 77400

"When we get out of this recession in a year or two or whatever, I'm going to have one hell of a portfolio going forward. :)" Or we will be sellling apples on the street corners and living in our oversized cardboard boxes with the words of the then-defunct cisco written on the side. I believe that is the bams scenario for us bulls. I still dont get why the market is down today. Chambers had telegraphed this to us over the past couple of weeks. Intel didnt tank when they confirmed the bad news. Market was looking for an excuse thats all and cisco took it on the chin. Lets see if we can make a stand at 30.

To: RetiredNow who wrote (48425)	2/7/2001 4:24:51 PM
From: Eric	Read Replies (1) \| Respond to of 77400

mindmeld Boy, what a day. I'll say one thing for this stock, it sure is liquid! It was nice to see it move back off it's low, especially in the last half hour of trading. I think bambs is right....tomorrow we could get a nice bounce in the Naz. I still have a position in Cisco and like you sold the vast bulk in 1999. Bought a tad back in late December and have been waiting for the CC. OUCH! My guess is we go sideways here the next few qtrs until we get a good spin on the economy and what good ol Greene does. I expect Cisco to burn down inventories pretty hard the next couple of Qtrs. Downside risk is pretty limited unless they warn of more bad news which I think is pretty well baked in. I just loved that volume. That spoke volumes to me! regards, Eric

To: RetiredNow who wrote (48425)	2/11/2001 9:23:27 PM
From: telecomguy	Respond to of 77400

canadianbusiness.com Kenneth, check this paragraph out....if there is a shred of truth to this point that the all-photonic switches will be a definite reality at some point in the future, the impact on CSCO's future is clearly scary. I wonder if CSCO is not aware of such a possibility or are they dismissing all-photonic network as a figment of imagination and that NT is in the left field in it's persuit of the holy grail of an all-photonic network. It is amazing that if there is a reasonable chance of NT pulling this off, that CSCO is not furiously trying to take a stake in the optical market to ensure it's relevancy and SURVIVAL in the event that all-photonic networks become reality. "But that's a long way from the ultimate solution: a system that can read and divert packets when they're photons rather than electrons. A system, in short, that could make Cisco's electronic routers as obsolete as mechanical adding machines. With microphotonics, as this dream is sometimes called, things get very murky. Much of the related lab research now underway involves quantum mechanics, the branch of physics that deals with atomic and subatomic particles and where nothing seems real. (A particle can be in two places at the same time? Yeah, sure, tell us another one.)"