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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 679.68

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Nov 26 4:00 PM EST

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To: bobby beara who wrote (74071)	4/3/2001 10:00:07 PM
From: Haim R. Branisteanu	Read Replies (1) of 99985

BB, I agree on CSCO as they are from the group of LU, NT, ERICY, Siemens etc. who actually acted also as bank of last resort trough vendor financing. They financed 120% of many of their sales just to get the business. In 1999 wen I was writing on SI's LU tread that the company is way over valued at $60 I was called names and the investment style of Buffett was flashed against me ................ the sorry point is that those chaps did and I think still do not know to read financial statements. As to CSCO this summer some one from CNBS threaten me that if I will continue to ramble about CSCO and CNBS free promotion dupping peopel to hold on ......... CNBS has excellent attorneys and it is better I should stop to speak out............. yep those were the tactics. I will not be surprised if GE will blow it. They are highly leveraged like 1 to 40 or more and one of the biggest finance companies in the world. Right now I know of $1 billion in 3 year projects were LU, NT, ERICY and Siemens are competing and in their arrogance the telephone companies who are not even solid in the black want not 80% or even 100% BUT 120% financing. BWDIK Haim

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