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


To: Victor Lazlo who wrote (53120)5/18/2001 1:56:47 AM
From: Graystone  Respond to of 77400
 
Not for stocks
or
The tape tells

the true story.
Time can throw a haze over the burn making it ineffective as an instrument to measure stumpage and record true losses. The tape will tell and my thinking is that it is not going to be a friendly conversation with many companies. Inbred revenue streams will be routed out and the next network will start to emerge...it's a doozy.

The dot.com bomb was inevitable as the web became flooded with millions of junk ideas floated into a market hungry to grasp the potential. The serious roadblocks in terms of processor power and bandwidth are finally succumbing to the trillion dollar injections and the capacity to truly communicate grows. These ideas drive the new market sentiment that allowed Cisco to flourish. That's not the tape.

The tape provides a more realistic sentiment of where we actually are and I think it is a healthy adjustment. Like growth spurts in a child, no amount of feeding or tending can take away the pain. Change is inevitable and the pace of that change accelerates. Stepping up to the pace and maintaining is the trick right now, Cisco will do that. Pruning season comes right after the Winternet doesn't it ?