Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ed Forrest who wrote (52181)	4/26/2001 4:29:00 PM
From: t2	Respond to of 77400

Paul Sagawa is what happened. In addition, we read the story of XOXO cutting back on spending by 2billion. Unless the larger carriers start spending and they probably will at some point, I don't believe stocks like Cisco, NT can recover. Dead money at best, IMHO. Something has to be a catalyst for this sector to come to life. To me only the wireless and computer sectors are going to be driving tech stocks higher. Someone is about to come on CNBC..might be Sagawa; they say the analyst is very negative on the sector; lets see if there is any light at the end of the tunnel according to him.

To: Ed Forrest who wrote (52181)	4/26/2001 5:16:16 PM
From: Stock Farmer	Respond to of 77400

Ed: A few people asked the same question. Here from another board Message 15721833 John.

To: Ed Forrest who wrote (52181)	4/26/2001 7:08:01 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 77400

Or maybe this little tidbit (Roth at NT AGM) is sinking in: Telecommunications companies in North America raised $715 billion in debt and equity in 2000, up from $409 billion in 1999, and $272 billion in 1998, according to Nortel. In the first quarter of this year, only $80 billion has been raised. For CSCO to achieve 30% growth in revenues, that means 30% more money's got to be spent in their general direction YoY. Easy when the stuff up above is happening. Not so easy when the taps shut off. John.