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

To: RetiredNow who wrote (52037)	4/22/2001 3:21:54 PM
From: kvkkc1	Respond to of 77397

mm, I have been long CSCO for nearly 8 years now. The management did appear to be superior when they occupied the sweet spot. I still think they are some top managers, but superior is kind of blemished. I'm watching the market closely as I still don't think we are ready to take off in the telecom capex area. However, rather than sell now and pay large(for me) capital gains taxes, I will sell calls when it appears the bear rally begins to stall. If I'm wrong, then I have to pay the taxes. Good luck to you and all.knc

To: RetiredNow who wrote (52037)	4/22/2001 7:00:21 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 77397

Hmmm... I didn't say they were a box maker, just generalizing broadly. But your revenue targets provide insight. Let's say $50B company in 2005, and double again to 100B company in 2010 OK? Based on these, what do you think rev numbers for 2001, 2002, 2003... etc should be? John.