Coming Financial Collapse Moderated Message Board

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Strategies & Market Trends : Coming Financial Collapse Moderated

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To: Plaything who wrote (861)	6/26/2002 8:34:57 PM
From: EL KABONG!!!	Read Replies (1) of 974

Plaything, Let's see... IBM will get killed by pension liabilities... They won't be alone however. Any of the older companies that still have pension liabilities will be feeling the pinch soon, if not already. Much of any profits will be required to be redirected into pension funding leaving little for current employees, to say nothing of common shareholders... AOL? The merger seems to be coming apart at the seams. Internal squabbling and discontent should limit any chance they might have at a clean recovery. Overall, I like the concept. But the current players (insiders) don't seem to be capable of finding the right combination to make the company click on all cylinders... Cisco? They continue to dominate their sector, but it's a much smaller sector now. So they've got 85% and growing of a shrinking sector. Stock is way over-priced for current earnings. And the outstanding share count is way too high now. Everyone who wants CSCO already owns CSCO. And that doesn't even include the current outstanding options that are either currently worthless or have negligible positive value to the employees holding them. Employee discontent should start to become a major problem for CSCO who as much as any company has relied on the options to satisfy employee remuneration demands... QLGC? Way over-priced... Little to no CAPEX spending in their customer's budgets, which is an absolute must for them to grow... Probably the best of the 4 stocks you mentioned, but the price is just way too high for my tastes... Scandals for any of them? Within the realm of possibility, but probably not within the realm of probability... Best chance for a scandal of some sort might be insiders selling on advance knowledge of financials, but I'd put the chances of that happening at under 5%. I'd also add Oracle to the list of potential problem companies... KJC

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