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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (34510)	4/30/2000 1:39:00 PM
From: Mehitabel	Respond to of 77400

Uncle Frank, you are a perfect straight man today :) The second Ackerman piece ends with this summary of the reason for his concerns about Y2K >>"Everyone" may not be up to the job.<< LOL! It's clear he isn't! regards

To: Uncle Frank who wrote (34510)	4/30/2000 2:23:00 PM
From: Rarebird	Read Replies (1) \| Respond to of 77400

Uncle Frank: It appears that your argument against Ackerman's piece is twofold: 1) That he is bearish. My response to you in that regard is that he has been quite correct this year thus far and even more so recently. While many rookie high tech investors have taken a bloodbath this year through an usher of margin calls, the Bears have profited very nicely and have come out here like Bandits. Although I grant you that the Naz will most likely benefit short term from money flows looking for a place to hide from higher interest rates, an intermediate term top appears to be in here and the most recent volatility is far from over. What I think you will see is a bear market rally followed by lower lows. 2) <It turns out that the article is terminally flawed> How so? To just dogmatically state that someone's reasoning is flawed without demonstrating that it is flawed sounds worse than flawed reasoning. What it sounds like is a form of "irrational exuberance" that Greenspan is on a mission to destroy.

To: Uncle Frank who wrote (34510)	4/30/2000 11:02:00 PM
From: Rarebird	Read Replies (5) \| Respond to of 77400

Uncle Frank: You miss the whole point of the Ackerman article: The company's extravagant stock option giveaways and its implications. Talking about trashing the Messenger, you sure do a nice job yourself on Ackerman. What you fail to realize is that Bears like Ackerman and myself have profited handsomely in Internet and Wireless Stocks. I was long Puma and a host of semis last year. You can check my exuberance by going to the Puma and KLIC threads if you like. The Party is over, Uncle Frank. The Growth of the Internet is slowing. I've seen the biased CSCO report on that. But have you read this. These guys are in the business and have no axe to grind: it.idg.net cyberdialogue.com It is no accident that the dot coms and B2B companies have fallen anywhere from 50%-80% off their highs. Greenspan is hell bent on destroying the speculators and the Government is out to turn MSFT into the next MO. Smart Bears have hedged their bets with high flying tech stocks, which have kept them in the black. What have the high tech bulls done lately except receive margin calls?