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Strategies & Market Trends : Trading the SPOOs with Patrick Slevin! -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (5654)	6/28/2000 8:07:00 PM
From: Jack of All Trades	Read Replies (1) \| Respond to of 7434

I see 55 in the cards by July expirey, I will exit if we close above 67 this week. CSCO is a blotted piggy that continously buys companies to right off good will to make earnings. I feel all the aquisitions they have made with stock is going to hit the stock for some time to come. When they are buying companies with sales of <25M and paying 6B for them is stupid. They must be nervous about pooling of interest changes that could be coming. Also, I am in the printed circuit business, and lead times on the high tech shops are pushing 20+ weeks. I think some companies are going to be short on interconnect supplies. I also know that some high speed substraight material failing in the field/assembly used in backplanes... This substraight is widely used. Remember the bigger the company gets the harder it is to grow earnings at the same rate. Law of numbers... I'm in 60's for 1 7/16 target is 5 but may take them off at 3 for the double. I'm far from betting the farm on this play.