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

To: sepku who wrote (11171)	12/23/1997 11:11:00 AM
From: desert fox	Read Replies (1) \| Respond to of 77400

Style Pts, I'd almost want to take you up on your wager with ascend and cisco, but the odds are with you. Ascend can double in a few days on hype alone while Cisco cannot. This is immediately obvious to all just by looking at each stock's Market Cap. Cisco would have to take "total" control of the networking industry and the market would need to understand that for that to happen(kinda like what happened with INTC and MSFT in the last ~2 yrs). A year and a half ago, there was much debate on the asnd threat over bulls vs shorts(not bears). Some fail to understand that bears and shorts don't have to be one and the same. I and others said that asnd would fall based on it's inflated m-cap alone regardless of the fundamentals(rocket growth in networking industry), some day it would stop growing at it's phenomenal pace. Anyways, to the point. Your points are very informative and it seems you contribute more to this thread which would be otherwise dead right now(holidays). The thread should thank you. Just curious, when it comes to shorts, why Cisco? I understand why you say cisco will drop but thery are many more stocks out there that can be shorted which are far more volatile(increased profits?) and prone to dropping at the slightest bit of any bad news. I can only assume that cisco is one of many that you short. Your just being so public about it to antagonize all the bulls. Anyways, keep it up. I'm long on Cisco and believe it will continue to increase it's dominance in the networking industry next year. Stock price is a different matter. I believe Y2K problem will be it's biggest problem but my y2k holdings have more than compensated for whatever drop cisco sees in the future. df