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

To: GVTucker who wrote (65851)	7/27/2004 2:07:51 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 77400

maybe "the markets" will tank, particularly smokestack industry stocks and slow growth dividend players. But technology is a different beast. Robert Altman vs. John Snow- NO CONTEST. To woo high-tech execs, Kerry dispatched key economic adviser Roger C. Altman, chairman of New York investment firm Evercore Partners Inc., to California. On July 13, Altman camped out at Yahoo! (YHOO ) headquarters for one-on-one meetings with Valley execs. One invitee, Marc Andreessen, chairman of software-maker Opsware Inc. and a founder of Netscape Communications Corp., had previously spoken out against Kerry's views on trade, but was won over. While he's not giving Kerry money yet, he says: "They're doing a full-court press and doing it pretty effectively." But it's people like Andy Rappaport, a Menlo Park venture capitalist, who are key to Kerry's catch-up fund-raising. Rappaport and wife, Deborah, have "maxed out" by giving a combined $190,000 to Kerry, party committees, and other Democratic candidates. Overall, the couple has donated $5 million to liberal causes, including 527 groups that now accept the soft money that the party can't. Rappaport reports that he gets daily calls from people who say: "I've been a Republican my whole life, and I never thought I'd vote for a Democrat. But I am so angry at what this Administration is doing that I'm not only going to vote for John Kerry, but I want to have a fund-raiser for him." yahoo.businessweek.com

To: GVTucker who wrote (65851)	7/28/2004 11:41:49 PM
From: Amy J	Read Replies (1) \| Respond to of 77400

GV, don't you think the markets have already tanked in anticipation of a Dem? WS tends to be negative on Dems it seems. I'll give Bush credit for enforcing wifi IP and opening up China, but I think he's been a bit of a challenge for hightech because he seems so focused on the older smokestack companies. Am rather upset that there are the same # of stem research companies in Germany as there are here. We've lost the lead already. I can't believe it. That's not good for Nasdaq. Like Lizzie, I believe Nasdaq will be freer to move after the election. Bought some CSCO today. Kept all other holdings constant. Regards, Amy J