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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.5%

Dec 29 3:59 PM EST

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To: bambs who wrote (44550)	12/14/2000 8:28:39 PM
From: The Phoenix	Read Replies (1) of 77400

Bambs, This is why I bust your chops... The Bank of England warned for the second time in six months that the rising debt of European and U.S. telephone companies increases the risk of a financial crisis in world equity and credit markets." READ THE ARTICLE! IT'S TERRIBLE NEWS! The market will try to shake it off but by next spring you will see that it's blowing up. CSCO's vendor financing to companies like WCII is bad bad move. The Bank of England issue is targeted at 3G wireless. WCII is a tier 3 broadband to business carrier... they are in two completely different sectors which are exposed to completly different issues. 3G concerns are on ramp of new services - that is there is some concern that 3G can actually deliver large file, full quality video and audio to the handset. The small carrier issue here in the US is compeltely separate and has more to do with the massive amount of e-business companies attempting to capatilize on the internet than it does 3G... but you somehow don't understand this... then you profess to understand the sector and explain what is going on. You don't understand it and that's why you get your chops busted. As I said, you appear to have been as lucky as the bulls that ran the bull run.. you clearly don't understand the sector. Stick to the macro issues but stay away from trying to apply them directly to stocks or to broad sectors because you are clearly unable to discern when it gets to that granualarity. That all said, we have just as many dumb bears as we had dumb bulls which means the dumb bears will short all stocks indiscrimitely (just as the bulls bought all stocks on the run without knowledge). This could drive all stocks down - regardless of the underlying market potential.. the good ones however will come back first. OG

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