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

To: Ed Forrest who wrote (58806)	4/5/2002 1:53:24 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

3.Cisco to again be a high-flier and break 80. I think none of the above have any chance of happening. I'm surprised at you! Don't you remember the last tech malaise - well there were 2 of them, actually, one in 1990ish and the other 1985? (that was the PC crash). In both cases the former high flyers crashed to oblivion, orcl to 6 (and even traded as orcle) after being one of the hottest tech stocks for 4 years running, same for aapl in the 80s it was low forever only to regain his highs and more in the next upsurge. There were also a bunch in the chip sector (altera comes to mind) who went though the same boom/bust cycle. The question for cisco will be whether it retains its status during the next upcycle or falls beside a new upstart like IBM did in the 90s recession. I guess all the circa-2K cisco competition has been thwarted like jnpr and extr but the wireless area is a big unknown. Theres a bunch of those 802.11 startups around here getting funding now which makes me think there is something to this wireless thing! Also to point out the obvious, even though IBM lost its dominant position in tech in the 90s he still was able to reemerge eventually as stronger vs. the 80s. This could also happen to cisco I suppose, if some competitor comes out of nowhere. L