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

To: Jacob Snyder who wrote (51540)	4/16/2001 8:57:05 PM
From: t2	Respond to of 77398

Jacob, You made some great points. One thing I have liked about Cisco is that they don't have long term debt the way Lucent does. Even NT has borrowed quite a bit. Although Cisco is not my favorite, the fact that they have a better balance sheet even after this inventory write down compared to a Lucent or motorola can help them down the road. The product porfolio has be in a good shape to emerge a winner. That is a big unknown at this time. Anyone notice how Nokia is getting a lot of wireless deals now. Just started doing some vendor financing because the competitors in the industry are not in a position to do so. Nokia gets to pick and choose the ones they see as low risk..and of course they will have learned important lessons from Lucent and Motorola in debt management. The stock move in Cisco is going to be so important in telling us whether or not a bottom has been hit in this stock and possibly the broad Nasdaq market.