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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 652.56

-1.5%

Nov 20 4:00 PM EST

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To: el paradisio who wrote (49184)	5/3/2000 5:26:00 PM
From: Benkea	Read Replies (1) of 99985

el paradisio: "Heinz,I have less optimistic view towards CSCO. 1.Current valuation 2.I expect them to deliver as expected 3.It will be difficult to sustain that future growth, JNPR routers are "hot " now and CSCO's "brain" is in JNPR WCOM is one of a bigger customer and I was warned by friends long time ago about CSCO 4.CSCO can be the next on the list after the MSFT Regards, el paradisio" But those are fundamental reasons <g>. Maybe someday Crisco's price will again be based on such archaic "matrices" :-) Well, I see 2 of my 15 ish replacement limits for the mo stocks sold yesterday and Monday were rebought today in my absence. Perhaps numbers will be crappy enough to finish loading up. Heck, I missed a 1/2 dozen of em by $1 :-(

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