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

To: High-Tech East who wrote (50334)	3/25/2001 10:56:49 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

I know you didn't ask for my input, but I couldn't help responding. Your idea of shorting is a good one, but for the wrong reasons. Cisco has grown through acquisition, yes, but this doesn't mean they have grown earnings in a fake or misleading way. They've used GAAP and that's all you can ask of any company. Now for the real reasons you should be shorting, consider my previous post: Message 15521971 Message 15532020 That is what HAS to be happening behind closed doors at Cisco. It's speculation, but we'll see how close to the truth my assertions are in the next several weeks. All the assertions of publicly available articles point in this direction.

To: High-Tech East who wrote (50334)	3/25/2001 1:00:27 PM
From: PMS Witch	Respond to of 77400

I think you're wise. If one doesn't like a company or what it does, avoid the stock. If one is convinced the closet is full of skeletons about to make some grand entrance onto the world's stage, short the stock. Whatever you do, don't buy something you don't like. I like CSCO. I own CSCO. CSCO has some challenges. I like my husband. I see his shortcomings up close too, but I'm not heading to divorce court. Cheers, PW. I love your name! Evidentally, you're not alone. I've discovered about twenty others using 'PMS Witch' on-line.

To: High-Tech East who wrote (50334)	3/25/2001 2:59:50 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 77400

If you're going to short CSCO, I'd wait until we have a January-type bear rally. We need at least one more such rally, and then a subsequant fall to new lows, to kill off the last BuyTheDip mentality. In that January rally, the SOX went up 50%. CSCO bounced from 32 to 44 (37% upmove). If we make the same % move off a base at 19, you could get a chance to short CSCO at 26. Really, it's just the mirror image of the BuyTheDip strategy that worked so well in the Bull. Now, sell the rallies is the way to make money. And, everyone is doing it, which ensures that the rallies fail. I closed all my shorts/puts last Friday, as I was worried about just such a bear rally. I'm looking at shorts in NVLS and NTAP. Both are volatile stocks, with a huge amount of downward momentum, but still overpriced.