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

To: Lizzie Tudor who wrote (64195)	6/10/2003 10:54:57 PM
From: puborectalis	Respond to of 77400

FFIV would be nice fit with CSCO......Shares Short 3.62M Percent of Float 20.9% Shares Short (Prior Month) 0 Short Ratio 6.22 Daily Volume 582.0K

To: Lizzie Tudor who wrote (64195)	6/17/2003 7:56:33 AM
From: JeffT	Respond to of 77400

i agree with your assessment of cisco. it appears to me that cisco management has worked very hard during the downturn to control expenses and to focus on future revenue streams. because of the way that mr chambers has positioned the company during the downturn, i think the market is now looking at cisco as a company that will potentially make a lot of "net income" during a recovery, and not so much as a company that will return to a 50% plus "revenue" growth rate which is probably unattainable. however; let me qualify my opinion by saying that historically my having confidence in a stock has been the kiss of death! good luck, jeff