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

To: RetiredNow who wrote (50204)	3/20/2001 2:58:29 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

I sold at $20.5 and will buy back in around $16. Let's see what happens. I don't know how long it will take me to buy back in, because I won't do it until Cisco comes clean on all the bad news: * write down of inventory; bump up inventory reserves * write down of bad debt; bump up bad debt reserves * mark investments down to market * restructuring/ severance charge for layoffs * slower sales than even the -5% forecasted for this quarter I believe Cisco will miss again this quarter, so I want to hear their warning before I buy back. I think that will be between now and early May. Once again, I have no proof that any of this will happen. This is all just my own speculation based on news articles and 10Qs freely available to everyone. Therefore, anyone taking me seriously should do their own homework. Don't blindly follow what I or anyone else is doing.