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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: limtex who wrote (39943)	8/7/2001 12:07:11 PM
From: Jim Willie CB	Read Replies (2) of 65232

simple prediction: after every upgrade of a sector or after every upgrade of a beatenup stock trading over 20m shares daily wait less than 10 calendar days... and you will see an opposite recommendation with both thumbup and thumbdown reco met with heavy buying and selling last week I privately anticipated Intel downgrades but I said nothing I did say "INTC runup looks like MSFT three weeks ago" Cisco's Chambers is not being honest with his investors that is clear from the last 12 months, reading his words too much at risk to be honest Cisco is at huge risk from two fronts: - Ciena will continue to make Cisco's fiberoptic business obsolete - Juniper will continue to offer better faster products but with JNPR high valuation, unsure which is more overpriced Cisco may still be the general computerdom mutual fund but it is already slow and noncompetitive in my eyes how about a prediction by Chambers... CISCO ANNOUNCES A $20 BILLION WRITEOFF FOR OVERPRICED ACQUISITIONS (inspired by JDSUniphaz) pass the hairball, take the hit, then look to the future ????????????? JW

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