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

To: RetiredNow who wrote (60249)	7/11/2002 8:42:24 AM
From: Dave	Respond to of 77400

mindmeld, I agree with you, but we also must remember that Europe is still quite protectionistic over its own industries.

To: RetiredNow who wrote (60249)	7/12/2002 12:25:45 AM
From: ehasfjord	Respond to of 77400

Should also mention the HUGE amt. of cash and cash equiv. they have. IMHO the companies that will survive this GRUNT, are those that a debt free, have a large cash position, and are dealing with a viable product. Some other companies are AFCI, JDSU, and ORCL. I do not like the upgrade that merrill l. gave CSCO - Don't trust ML anyway, shape, or form. Also don't like he fact that CSCO is still trading around 90 times earnings. I'm still waiting for other shoe to drop. Be careful, and Best Wishes!