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

To: kvkkc1 who wrote (56626)	1/13/2002 9:40:13 PM
From: JeffT	Respond to of 77400

There you go again! You seem intent on stating my position for me when I have NOT said anything of the sort. That part about management, where did you make that up from? Look at my post and see if I said anything remotely like that. No reason to be mad at me about your decisions. I rode Cisco down too, and I am mad at nobody. My choice. As far as management goes, I do like John Chambers and his management team. He made some mistakes, but I think he has done a good job overall. I actually agree with some of your reservations about management. I regret the way they handled such things as the company's rapid growth and the ensuing downturn. They were not prepared. I must ask you to please not misrepresent my position again. Thanks. Jeff

To: kvkkc1 who wrote (56626)	1/14/2002 1:54:54 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 77400

>> I have been a long term holder, $1.5 share basis 4Q91? Impressive. Out of curiosity, why do you continue to hold if you've lost faith in the company? uf

To: kvkkc1 who wrote (56626)	1/14/2002 8:55:06 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

Actually, what you're saying is a little unfair. Cisco is kicking butt right now. But unfortunately, kicking but in a market that's shrinking means that you are taking market share and maintaining stable revenues. All of Cisco's competitors both large and small are experiencing shrinking market share and revenues. So the logical conclusion is that when the market rebounds Cisco will get the lion's share and revenues will grow as the market grows. Now from a fundamental perspective, I think $20 is rich. But I do think this stock could still double within 3-4 years. Why? Animal spirits.