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To: Jill who wrote (9152)	3/24/2000 8:12:00 PM
From: Mannie	Respond to of 35685

oops, yes it was CSCO.... Yes I realize it was a poor choice of companies on which to write, as I said, that lesson is learned. I am now looking for the best method to roll the cc's forward at this point, attempting to avoid being called out. If i am called out, not all that big a deal because yes, I am attempting to create a vehicle to write against.An dI would use the resulting cash for that.

To: Jill who wrote (9152)	3/25/2000 12:18:00 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 35685

remarkable runs of old tech leaders in the last few weeks with Cisco, Intel, Dell, and (horrors) Compaq we got big money chasing slow growth relative to PEratios each of the above have PE/G well over 3:1 Cisco is now trading at 150 times y2000 earnings, for God's sake (PE/G is PEratio divided by earnings growth rate) so Cisco and Intel are now about as expensive as Campbell's Soup and CocaCola I doubt Cisco's growth rate will accelerate in the future I suspect Intel's wireless operations will foster some growth, but with 95% of their business in PC's and NIC's, I cannot see Intel's growth rate accelerating either (NIC = network interface card) I personally think anyone who loves Cisco is racing in a sportscar toward a cliff with about 9-12 months of road remaining... Cisco has no fiberoptic genitalia with which to breed competitive products against the likes of Nortel, and to lesser extent Lucent regardless, I see some healthy money is flowing in heard this morning that $9 billion arrived into mutual funds on Wednesday alone heard that $22 billion arrived into funds this week (not counting Friday) that is some big mofo money flow that waited for Greenspan to shut his ugly face / Jim