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Technology Stocks : CISCO FOR TECHNICAL TRADERS -- Ignore unavailable to you. Want to Upgrade?


To: Venditâ„¢ who wrote (99)8/11/1999 10:12:00 PM
From: Jenne  Read Replies (1) | Respond to of 116
 
We Haven't Hit Bottom Yet
By James J. Cramer

8/11/99 7:21 PM ET


Spotting capitulation is usually a difficult game. Right now it's tougher than playing Three-Card Monte with a couple of street toughs. A true investible bottom has guys like me throwing in the towel as well as strategists and brokers. It has everyone buying puts and shorting.

A noncapitulation bottom is just guys like me talking bearish but staying invested and brokers saying, "I don't know if we are done going down, but I don't like the market. A noncapitulation bottom is when deals are postponed, and then when things look better the next day they are back on.

We don't have all of the signs of capitulation yet. That doesn't mean we can't have a rocking good couple of days. But we just haven't had the washout that I so much want before I commit big money. There are too many invested bears.

Some of you emailed me and said that judging by the "kick-him-when-he-is-down" piece that CNBC did about me, that they want to take the other side of my Net capitulation. Whoa. I am simply waiting for the exquisite moment to buy. Not sell. That I did awhile ago. I am currently short only two Net stocks, and neither would amount to a hill of beans on a bad DOT day.

At the bottom, people are pressing their bets and buying puts and totally out of the market. We are not there




To: Venditâ„¢ who wrote (99)12/18/2002 11:40:12 AM
From: Freeflight  Read Replies (1) | Respond to of 116
 
Extreme, Foundry,and redback are just high end interconnected LAN vendors i.e. the modern replacements for Cabletron, 3com, SynOppitcs, Chipcom and Ungermann-Bass. The new leapfrog hig end interconnected WAN vendors (with serious barrier to entry software) are juniper, avici, ciena. clearly the high end WAN manufacturers have an opening to grab share in the enterprise space just like cisco/ios did with the Crecendo acquistion which was the sole foundation for the csco catalyst(mario mazzolla). Avici clearly has its back up against the wall in service provider and can luck into a dramatic explosion on the scene into high end enterprise server/disk farms to interconnect them. system integrators would love an alternative to cisco and not just lan interconnected devices. avici could be a dark horse if mgmt can redirect.