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

To: kvkkc1 who wrote (48434)	2/7/2001 4:51:00 PM
From: michael97123	Read Replies (1) \| Respond to of 77400

The next change in guidance will be up. Recession is over as folks refinance and junk bond market thrives while rates continue down along with taxes. Add a surprisingly popular President to the mix and a fed chairman who is willing to take some risk to get investor and consumer confidence going by not abandoning nasdaq and we will be just fine. It is a strong belief of mine that we might have had that soft landing AG was aiming at but for the 6 weeks of elecion turmoil which first accelerated what had been an orderly nasdaq drop and thus killed consumer confidence at christmas, thus causing first an inventory adjustment which quickly turned into a recession whether defined as such or not. Now we reverse that course step by step. Wait for the shortages and the overtime to kick in. Watch consumers spend the new mortage money and the tax refund. Watch them buy cars and watch this all trickle up to tech and another period of dynamic growth. And the leaders will continue to lead.