Cisco's Twelve-Step Program for Recovering Techstocks

https://trendmacro.com/system/files/reports/20011106TrendMacroLuskin-AE.pdf
Donald L. Luskin
Tuesday, November 6, 2001
Last night we saw a new John Chambers and a new Cisco -- with a new confidence born of having confessed the worst. But the market may not like the truth.