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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 672.07

-1.7%

4:00 PM EST

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To: Benkea who wrote (47727)	4/22/2000 9:26:00 PM
From: The Phoenix	Read Replies (1) of 99985

Financing a product which is obsolete in 3 years, with no interest or principal payments during its period of usefullness, to marginal new start ups is stupid. That is your opinion to which you are entitled. One thing that CSCO management has not been called is stupid so I think we're missing some critical information. What makes you think ICG is a "fly-by-night"? And what leads you to believe that this practice is so pervasive at CSCO? I don't have any data that suggests there is much exposure here.. and whatever it is it's certainly far less than NT, LU, MOT, JNPR and the rest of the crew. Is the entire sector in trouble now? Arguably the most exciting sector out there right now. Is that our take-away? ANY % should be fully disclosed as it is a highly risky activity for shareholders who own stock in the company who receives 29X such "sales" in market cap! Are there laws that require companies to disclose this type of activity if it's more than 10% of sales?? I thought there was... As for your incesant commentary on 29X backward sales...it means little with a company demonstrating accelarating growth - even as a multi-billion dollar organization. It's truely amazing.. CISCO YOY revenue gains. Jan/2000 quarter: +52.9% (vs. Jan. 1999 qtr.) Oct/1999 quarter: +50.7% Jul/1999 quarter: +48.5% Apr/1999 quarter: +44.4%

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