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


To: Box-By-The-Riviera™ who wrote (68595)8/22/2005 10:34:35 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 77400
 
I'm long everything I own but I don't own csco because I think the networking sector is dead and I'm waiting for signs of life. They could be there, I am not as close to that biz as software.

I am long i2.

if I were to short, I would short homebuilders. There are plenty of good shorts now. But what I notice is most shorts seem to congregate on the "hot plays" like Google, for some emotional reasons, when there isn't any indication that there is big money to be made there on the short side. Same with cisco here.