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To: upanddown who wrote (61417)	3/3/2000 3:42:00 PM
From: Think4Yourself	Read Replies (2) \| Respond to of 95453

We have lot's of new shorts on Yahoo today, pretending to be "concerned longs" and trying to spread fear and panic. I wonder how many will cover today and how many have the guts to stay short over the weekend with the Venezuela strike hanging over their heads, not to mention API's coming out again Tuesday? If that strike disrupts shipments, it will start in the wee hours of Monday morning. Could be a real fun day for the longs Monday.

To: upanddown who wrote (61417)	3/6/2000 10:09:00 AM
From: The Ox	Respond to of 95453

OT JQP and JTC, Re: CSCO The top line growth is significant and indicates to me that future earnings growth will substantially outpace that of WM over the long haul. I don't follow WM and I really don't follow CSCO all that carefully, as I have chosen to focus on the suppliers to the CSCO's of the world. This focus has reaped substantial profits for my portfolio and therefore I must admit to being slightly biased when looking at that sector. CSCO does spend a ton of money on R+D, as well as a ton of money acquiring companies and technology that will be beneficial down the road. As to which company one would invest in, I leave that up to each one of you. I agree that the higher the risk, the greater the downside but the inverse is often true as well. The lower the risk, usually the lower the upside. Good luck, Michael