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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.59

+0.3%

Jan 23 9:30 AM EST

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To: bambs who wrote (59031)	4/20/2002 6:53:17 AM
From: flint	Read Replies (2) of 77400

"do you think there is a housing bubble yet? have you looked at MTH, RYL, TOL? i'm looking to open some shorts in these pups soon, but...cnbc and the boys on america now are really hyping the idea of giving them multiple expansion on the p/e..saying they should all have another 50% upside...that's scary for shorts..." Look at lumber prices. They are extreamly low. If you do believe in shorting the housing industry hedging your short with a real eastate trust that specializes in lumber might be a good way to ride out the near term termorial. My personal bet though is housing has 15 good years to go. flint

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