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

To: Paul Shread who wrote (49392)	2/26/2001 5:38:12 PM
From: bambs	Respond to of 77399

i am asking honestly...do you have a stop loss? You came close to selling the top...now you think it's the bottom. If you are wrong when will you know it? Thanks, bambs

To: Paul Shread who wrote (49392)	2/26/2001 5:47:14 PM
From: chic_hearne	Read Replies (1) \| Respond to of 77399

I bailed at $68 a year ago, and I'm back in at 25 1/4. Nice call on bailing last Feb. Are you back in 100%, or easing your way in? chic

To: Paul Shread who wrote (49392)	2/27/2001 1:45:33 AM
From: Jacob Snyder	Read Replies (2) \| Respond to of 77399

Well, it is encouraging that people who pay attention to PEs, P/S, P/B, are beginning to get interested again. What earnings do you think CSCO will be posting in calendar 2001? I'm thinking they miss again, one miss often begets another. I'm also thinking they have to take some "special" or "extraordinary" or "oops, please ignore this" charges for bad debts, sometime this year. When all the CLECs and dotcoms finish defaulting. I, too, bailed from a longtime position a while ago, and am looking for a buy-back price. My personal "this is too much" point was a PE of 100, in 1999, earlier than yours.