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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 84.82

+3.0%

Feb 6 9:30 AM EST

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To: John Koligman who wrote (74670)	11/26/2007 10:09:57 PM
From: Eric	Read Replies (1) of 77400

The funny thing about this subprime mess is that the properties are still there... they didn't evaporate into thin air. Worst case 50 to in excess of 80% of assets are still there. Entities in the middle probably will lose but the ones in the end won't. I'm starting to see some real value in a number of banks now. I do feel sorry for some of the folks that took these no doc loans. A hard lesson to learn. Congress needs some "truth in lending" standards to minimise this problem in the future. Things always go to excess... and I see this on the downside as well. Opportunity if your smart.

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