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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (75123)	4/17/2001 11:18:09 AM
From: t2	Respond to of 99985

Haim, I would also note that Cisco is blaming the economy for all their problems. The fact is that JNPR has taken so much market share lately. In addition, Cisco has too many problems cracking new markets. I would not buy Cisco as an investment--would only consider trading it if it drops significantly or short it if it gains a lot. The problems facing Cisco is that JNPR and CIEN are very tough competitors that make it hard for Cisco to make inroads in order to grow. Nortel faces similiar problems against companies like CIEN (optical) and Nokia (wireless). Cisco is dead money, IMHO...However, I see the rest of the techs recovering big time. Intel warning cannot be this bad and therefore my feeling is that the investors will just look beyond the valley for that company. As I stated earlier, the Nasdaq techs too heavily shorted to drop much. In addition, the slightest bit of good news (lets see--IBM, Microsoft) could push the nasdaq a lot higher.