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

To: RetiredNow who wrote (57530)	2/12/2002 1:44:16 PM
From: t2	Read Replies (1) \| Respond to of 77400

mindmeld, The other thing to look at is Cisco's end markets, carriers and enterprise. I believe corporations did spend and therefore cisco did not suffer as bad as Lucent or NT. However, if corporations cut a bit or don't increase spending, Cisco is overvalued a lot. Conversely, NT and Lucent only sell into the carrier market. Saw an analyst, Paul Sagawa on TV sounding positive on NT and thinks that the spending cycle has bottomed among carriers. I wonder if he is as positive on cisco. I doubt it unless he sees a strengthening enterprise market. jmho