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

To: Eric who wrote (59195)	5/2/2002 4:31:37 PM
From: RetiredNow	Read Replies (3) \| Respond to of 77400

Me too! BTW, I consider SLNK a very good buy right now. It's priced very nicely. It's also in wireless and has the #1 market share in its market segment. Check it out. I've been watching it to buy under $10, but I'm not sure I'll ever get my chance. Argh!

To: Eric who wrote (59195)	5/2/2002 9:37:41 PM
From: Victor Lazlo	Respond to of 77400

<<As long as the long distance sector is getting hammered a lot of this stuff is going to be down. I've been watching Worldcom and the others pretty closely and the deck chairs are getting reshuffled pretty fast now. It's obvious that we will start having some real consolidation in this area and some of these companies will be bought out or merged by the stronger players. >> I read a little piece today about a VC guy whose main investments had been in telco service co's. He now says he sees more bankruptcies coming among the telco service co's and that the survivors won't be healthy for another two years. So the news is bad for CSCO but it is a lot worse for CSCO's competitors. As little as I like CSCO, I don't think many of their competitors will be around in two years. Victor