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

To: bambs who wrote (37251)	6/7/2000 9:37:00 PM
From: Techplayer	Read Replies (2) \| Respond to of 77400

bambs, Old economy stocks will have earnings short falls and change their spending habits like the consumer does intersting comment. I heard a few of the CEO's at the recent summit say the exact opposite. their comments were that there was a NEED to increase productivity and that the general view was that innovative infrastructure (sw and hw)was in its infancy. tp

To: bambs who wrote (37251)	6/7/2000 9:59:00 PM
From: Archie Meeties	Read Replies (2) \| Respond to of 77400

I'm not short sicko right now either. I'm hoping for a huge rally beginning tomorrow and continuing into next week to reopen some shorts. (The ppi numbers will be awful, but they'll be spun HARD by only emphasising the core.) Cosco, Radio Shack, Circuit City, Home Depot, just for starters... It's amazing that even the idea that slowing growth might cut into corporate profits is ignored in tech when evidence of it is all around everywhere else. It's almost a contradiction to say that demand will slow and profits not decline. Unless you think margins are going to increase. (They most certainly will do the opposite as all this stuff just turns into a depreciating commodity, like disk drives and pc's.) Online retailing is going to be looked at as joke in a few years Yep, most of the internet retailers need to be shorted NOW. The whole thing will be compared to the vcr vs. movie theatre illusion in a about a year or two. The sooner we take are medicine the better off we will be. Bambs, I'm sure you realize that your cold bearishness will do nothing but strengthen the resolve of the bulls. A better tactic would be to post overwhelmingly bullish posts which contain ideas which are shot through with the fallacies that are supporting the stock price and let the reality slowly sink in.