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


To: Paul V. who wrote (50356)3/25/2001 10:33:10 PM
From: Gottfried  Read Replies (2) | Respond to of 77400
 
Paul, [edited] since you compared AMAT and CSCO: AMAT's equipment takes a long time to build, install and get running, so companies that look to next year might order soon. Customers can delay ordering equipment from CSCO until shortly before they need it. So I think AMAT will lead and there's more time to buy CSCO.

Gottfried
PS: have you seen these bp charts? stockcharts.com