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

To: Jacob Snyder who wrote (50615)	3/28/2001 10:57:18 PM
From: Eric	Read Replies (3) \| Respond to of 77400

OT A fun read on Japan.... JAPANESE ECONOMY Monster Problems Japan is getting pretty scary. So is the U.S. in for a fright? FORTUNE Monday, April 2, 2001 By Bill Powell Suicide in Osaka In the world's second-largest economy, people don't spend a whole lot of time blathering about soft landings, hard landings, or anything in between. And the reason is really quite simple. In Japan, as Robert Feldman, the chief economist there for Morgan Stanley Dean Witter, puts it, "Our plane doesn't have a pilot, and it's completely out of gas anyway." And, he might have added, it's been that way for quite some time. Even after all these years it is truly stupefying to behold what is happening in Japan. The Land of the Rising Sun disappeared behind the dark side of the moon more than a decade ago and, incredibly, has yet to emerge. To the contrary, it now appears to be floating off helplessly into a deflationary black hole from which no one has a clue as to when it might return. Hard though it may be to imagine now, there was a time when the rest of the world regarded Japan's economic planners with admiration, if not awe. They were, after all, the architects of the postwar economic miracle. But in the 1990s, year after year of economic futility meant those same bureaucrats accomplished something almost as remarkable: They turned a seemingly irrepressible economy into a nearly irrelevant one. By the year 2000, Japan wasn't a juggernaut, it was a joke--the Generalissimo Francisco Franco of developed nations, still dead after all these years. fortune.com

To: Jacob Snyder who wrote (50615)	3/29/2001 8:17:03 AM
From: michael97123	Read Replies (1) \| Respond to of 77400

Question of the day for the thread, Jacob! For the forseeable future is Cisco cyclical or is it Growth? Compare it to intc/amat for example. This type of exercise might help some of us bulls decide if and when to make the big long term buy. Even if we come down on the cyclical side, stocks like amat make a strong case for a big recovery for cisco in advance of the next cycle and if it is indeed growth, the earnings and multiples(not the irrational ones) will return. I am betting that whatever the nasdaq bottom turns out to be(above 1500 i believe) the rally that will follow will lead to an average double in big cap tech stocks--from those levels. My job now becomes to get in with fresh money as close as possible to that bottom. At that point if i can get a 2 bagger on current holdings and fresh money as well from current levels, I will be happy again in one year. Morning ramblings of a former "BubbleBoy". Mike