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

To: Doughboy who wrote (23221)	3/1/1999 9:14:00 PM
From: NoName	Read Replies (1) \| Respond to of 77398

don't ever believe anything you read. if the media is hyping something like no tomorrow, you can pretty much count on it going the opposite way. in regards to csco, there are been as many doubters as believers.

To: Doughboy who wrote (23221)	3/1/1999 9:58:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 77398

Manugistics was tagged a "gorilla" by the Gorilla book just before it went from 60 to 7 1/2, where it languishes today. No, No, NO, Doughboy, I OWNED this Turkey! The book said it was a supply-chain vender and a candidate as a possible Gorilla. One of the lessons I learned last year was to stay out of the small caps, and ride the Gorilla's

To: Doughboy who wrote (23221)	3/2/1999 12:18:00 AM
From: RetiredNow	Respond to of 77398

I think you are correct, Dough. I good example of what you believe is what happened in 10/98. It tanked hard that month. I was prepared and pick up more shares. I am prepared again to do the same, if we see a dip this quarter.

To: Doughboy who wrote (23221)	3/2/1999 1:54:00 AM
From: Zoltan!	Respond to of 77398

So what? You begin by defeating your argument with the words "Anecdotally". Anecdotes prove nothing. In the early-mid 80's Time magazine did a whole cover story on how IBM was the very very bestest company in the history of the world. IBM then went into steep swoon and has been shrinking ever since. >>David Halberstam wrote a whole book about Ford losing the car wars to Japan, just before Ford went on a tear and Japan went in the dumps. Halberstam is one of yours, after all he cynically titled another book "The Best and the Brightest" when dealing with the disastrous Kennedy-Johnson administrations. The book that you allude to was "The Reckoning" and I knew it was a joke when it came out. As for Ford "going on a tear", forget it, though the stock has performed well, their US market share is static, they are losing big in Europe against the resurgent Germans and the insurgent Japanese, and losing big in SA. Ford, like GM, is just buying nameplates as a way of "competing". Does anyone really want a "Jaguar" made by Ford? (they REALLY botched that) Or a BMW? (forbid the very idea!) Or even lowly Volvo (it rolls!) Halberstam made two bad choices in Ford and Nissan. Instead of using Ford, Halberstam should have used GM, which has indeed lost more than half its market share, mostly to the Japanese. And instead of Nissan, which has fared very poorly both here and in Japan, he should have used Honda or Toyota. And let's face it, Ford's "tear" in the US is largely illusory. The US makers make all their money on trucks, a market that has been both protected from foreign imports ever since Kennedy had his "Chicken war" with Europe and imposed the truck tariffs and from the tacit agreement that the Japanese would not build big V-8 trucks. Take away the $10,000 profit per vehicle that Ford makes per big truck and they and their outlook are very shabby indeed. Just imagine what an oil shock or other market shift or even a recession would do to them. It didn't take long for the Germans and Japanese to eviscerate the domestics in the luxury car market and it appears that Detroit may be seeing beginning of their truck market ascendency ebb as Honda's new mini-van, the Odyssey, has been proclaimed the best in breed by acclamation. Ditto the Daimler SUV. Still, Detroit knows Honda and Daimler are capacity constrained as people wait months and months to avoid buying a Ford or GM product. >>And need I remind you that a week before the elections you predicted Al D'Amato was a lock for the US Senate? In a race between "putzheads", the genuine article usually wins, this case proving no exception. I usually overestimate the intelligence of the American voter, something you are not so apt to do since you are so "in touch". Nevertheless, that election proved the worst performance in @75 years for the Dems and the best for the Reps as they have now controlled for three consecutive Congresses. It was remarkable to see the market soar in reaction to the impeachment, just as it did in reaction to the 1994 elections when Clinton lost effective power. Too bad things have soured notably since he was found guilty by the public but acquitted by jury nullification in the Senate. >>You'd be stupid not to be prepared for that eventuality. As for "that eventuality", I bought most of my Cisco when some savants proclaimed the demise of the router. I thanked them early and now often.