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


To: RetiredNow who wrote (59644)6/2/2002 5:36:54 AM
From: Mick Mørmøny  Respond to of 77397
 
What to do in June?
Pray, not marry.☺

Mick (_$_)
~~~~~~~~

Two years ago, Maronak noted, "Juniper was taking market share away from Cisco in its core business for Internet routers. In the last two quarters, Cisco has taken back 10 percentage points in market share."

siliconinvestor.com



To: RetiredNow who wrote (59644)6/3/2002 12:03:46 AM
From: Paul V.  Respond to of 77397
 
mindmeld, Using a contrarian approach, based on Fox News financial news (Bulls and Bears) Sat mormning the negative critiques on CSCO was a tremendous plus. Even money magazine stated that CSCO would be a laggard.

Paul



To: RetiredNow who wrote (59644)6/3/2002 12:24:42 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 77397
 
re: then things pick up again in July and August:

Then comes October, when nasty things tend to happen.

I'm holding a largish position in CSCO, cost in the 14s. I'm impressed that CSCO is about the only tech I know that is holding above its 50DMA. When the market swings from its current depressive phase, to the next temporary manic phase, CSCO will be bumping against resistance at 20, and I'll be selling.

I think we are close to an intermediate-term bottom in the market, with the current retest of the May lows. I am undecided whether to hold during the next rally, or sell again (as I have every rally in the last 2 years). The fundamentals are slowly improving, but insiders continue to sell. At bottoms, they should be large buyers. Are the trillions in sideline money so scared, they will disbelieve clear signs the recession is over?