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

To: MHA who wrote (52957)	5/13/2001 2:48:41 PM
From: RetiredNow	Respond to of 77400

Not denying that. Cisco got fat, lazy, and egotistical. They paid the price for that and now are more humble. The thing to do is to look at all of their competitors. Who escaped among these? None. Which one's are the best off after the bloodbath? Cisco is clearly the best off. They got rid of all their baggage in one fell swoop. Next, I'd say Nortel is still a competitor. Lucent is history, although I am watching a couple of their market segments to see signs of life. So the idea is as always to pick the leader, so that you'll have outsized returns when the turnaround comes. Cisco is that leader.

To: MHA who wrote (52957)	5/13/2001 4:26:17 PM
From: Ed Forrest	Respond to of 77400

PS: I did not see any senior VP's head been rolled off in the layoffs. I think they will have to do another round of layoffs with focus on those useless directors/VP's. MHA I'm sure many share your thoughts but likely to happen when this does: rubberpoet.com Cheers