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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: ItsAllCyclical who wrote (86555)2/7/2001 2:58:28 PM
From: Sweet Ol   of 95453
 
Jim,

I assume you have done your DD and are aware of the funky accounting that Cisco uses to inflate their earnings. It is starting to catch up with them.

Disclosure: I am short CSCO.

Best to all,

John
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