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

To: bambs who wrote (50866)	4/1/2001 5:19:55 PM
From: FR1	Read Replies (1) \| Respond to of 77397

As I understand it, CSCO has about $4B worth of inventory that is obsolete or otherwise not able to be sold. Something will have to happen for them to "re-adjust" their books and outlook. I think everyone expects some kind of statement but they will probably wait until mid april since they report in may. I agree it will be a upward push to the stock because everyone will then have a clear picture. Right now everyone is confused.

To: bambs who wrote (50866)	4/1/2001 8:21:51 PM
From: SouthFloridaGuy	Respond to of 77397

I have to disagree, bambs. I think that CSCO's relative weakness compared to the Nasdaq and its peers (MSFT, ORCL, etc.) is a telling sign of what investors think are the prospects for this company. Any bounce that is made will be done at the 10 area as the sell-side fights gallantly to keep (temporarily) CSCO in double digits. Perhaps after a warning, 10 will be hit, and CSCO will bounce in which case we'll both be right. I still maintain my long-term target of sub $5. The piper must be paid.

To: bambs who wrote (50866)	4/2/2001 1:31:55 PM
From: tonyt	Read Replies (2) \| Respond to of 77397

<<csco is selling off right now as people are expecting a warning. some out there are shorting csco expecting the warning. all i'm saying is that when csco actually warns it will like run up in the following days after it's warning.>> Only if the 'warning' includes some ray of hope for the future (don't count on it). A warning right now would easily knock another 20% off the price. I'm still suprised that you would expect a rebound (even a DCB) on a csco warning. good luck!