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

To: Gottfried who wrote (50357)	3/25/2001 10:53:25 PM
From: StanX Long	Read Replies (1) \| Respond to of 77400

So we should see CSCO as a buy, two - three months after the equips shows a turn. I am trading QQQ and think it will align closer to CSCO than AMAT. Just my thoughts. :-) Stan

To: Gottfried who wrote (50357)	3/26/2001 8:00:01 AM
From: Paul V.	Read Replies (1) \| Respond to of 77400

Gottfried, Can I deduct from what you have said,"Paul, 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," that AMAT will not hit the lows that we have anticipated based on the BTB and that CSCO can post a turnaround quicker? Looking at our charts we should have hit the lows in July/August coming. Paul