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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 684.84

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Dec 22 4:00 PM EST

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To: Boplicity who wrote (74137)	4/4/2001 1:48:35 PM
From: JRI	Read Replies (1) of 99985

Bo-lucifer, One qualm I have with Csco as the "proxy"....the vendor financing issue is so big, and there will be a good deal of drag due to it......as someone said on another thread, at least the semi-companies are smart enough to know that they are in a cyclical industry, that there are good times and bad....so you don't do vendor financing deals.....The networkers, perhaps being too new, or only having known good times, forgot that they are a cyclical, and never prepared their balance sheets (apparently) for the bad times.... So maybe the semis and companies like Dell come out of this quicker than Csco... Having said all this, I am simply stunned by the destruction out there....this is mind-boggling....

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