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

To: Ed Forrest who wrote (58307)	3/8/2002 9:09:45 AM
From: Jerome	Respond to of 77400

CSCO and other upward movers... CSCO heads to 20 prior to some retrenchment...why retrenchment???? phrases like too far too fast with no upward revision of earnings etc..etc. But a secondary play is taking place along with CSCO. That would be the contract manufacturers that benefit from CSCO. SANM, SLR, CLS JBL...are all doing the recovery dance. If the economy is heading north then they will do fine. My other bet here is SANM... Buy SANM at todays price and when its price exceeds that of CSCO swap into CSCO. Now you posters are way ahead of me because you know everything I know plus what you know.....someday I'll catch up....:)