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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

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Jan 16 9:30 AM EST

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To: Jorj X Mckie who wrote (37930)	6/25/2000 5:40:00 PM
From: Tulvio Durand	Read Replies (2) of 77400

JXM, your point that dotcom business will continue to expand regardless of the number of coming failures of the dotcoms is well taken. One remaining concern from the question raised by Fleckenstein, is that Cisco may have financed the failing dotcoms' purchase of Cisco gear and may therefore incur losses from those financial dealings, or worse, having to take back a binch of slightly used routers. I agree that Fleckenstein could have been more forthcoming with analysis instead of simply lobbing a grenade as he is wont to do. While some dismiss him as a perpetual high tech bear, occasionally he scores direct hits with his grenades. I recall in one instance he took the sails out of CYMI (and my investment down the drain) when he predicted trouble with their SE Asian customers. Sure enough he was one of first to see the Asian recession coming. Tulvio

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