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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (91428)	6/1/2001 4:07:30 PM
From: MeDroogies	Read Replies (2) \| Respond to of 97611

CSCO is more embattled than CPQ. They are finding that more of their product lines are out of date and they are losing ground. As far as CEOs go, and I really like John Chambers, JC has hit the wall. He is a great manager for a growth property. He doesn't know how to deal with adversity. His speeches, in recent times, lack the optimism and lightness he had previously shown. He has become blunt and defensive, somewhat accusatory (taking shots at the Fed and the Gov't in general) rather than looking at his own company and figuring out how these inventories got built up and how to get rid of them. Again, I really like the guy, but I think his time at CSCO has passed. I agree, the company is a survivor and will be worth picking up shares in...but more in the 12-14 range. I'd be surprised if it got that low, though. It has alot of true believers, still.