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

To: Jock Hutchinson who wrote (24021)	8/21/2001 2:03:32 AM
From: uu	Read Replies (2) \| Respond to of 25814

Jock -- In the economic down cycle, only the strong survives and in fact becomes stronger by eating the little ones. Considering the balance sheet and the no debt factor of CSCO, I am baffled as why you want to even consider putting your money in JNPR and AVCI? For a while JNPR had it going, but CSCO will eventually eat them alive for breakfast as it has already to some extend. And AVCI: (isnt it a bit like the twin brother of TMTA in terms of investment?). Of course I may very well be totally wrong. My personal picks right now are: CSCO, JDSU, VTSS, LSI, MSFT, CIEN, GLW, INTC, OPWV, and ONIS. My time horizon for significant returns from these stocks are no sooner than Q4 of 2002.