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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 9:30 AM EST

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To: GVTucker who wrote (34601)	5/4/2000 12:08:00 PM
From: lawdog	Read Replies (1) of 77399

GV, are we in the same discussion? This is a developing problem. The economy is good internuts are just now beginning to run out of cash. I never said anything about the stock price. I said that the problem couldn't be reflected in the financials until it is a financial reality. A better word would have been "predict" instead of show up. If I did not make that clear that is my fault. Work with me here. It will be a financial reality when internuts start to go belly up. This may have started to happen already. We'll see. I don't think you have any idea what you're talking about with seasonality. It would affect sales and A/R together but not one over the other. Did you even read it the article I linked to? Have to get back to work.

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