Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (18772)	9/15/2000 12:18:34 PM
From: re3	Read Replies (2) \| Respond to of 436258

anyone looking at the golden arches ? last post on the mcd thread was back in may : Message 13557379

To: pater tenebrarum who wrote (18772)	9/15/2000 12:34:29 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

Ho ho ho... Grant's article subject: "Cisco Systems is not only the world-wide leader in networking for the internet-the proverbial No.1 seller of picks and shovels to the miners on Internet Mountain-but also a force for imagination and innovation in accounting." Graphs of CSCO's margins and ROE look like a ski jump... only without the little take off ramp on the bottom! ROFL DAK

To: pater tenebrarum who wrote (18772)	9/15/2000 12:49:12 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

By the way... that WAS a nice call on the bond... and speaking of 'bonds'... or credits and credit spreads... another "Grant's" article: Mike Brosnan, deputy comptroller for risk evaluation at the Office of the Comptroller of the Currency: "Back then [The 80's] some of the weaker credits might not have had pay-down requirements for five years... nowadays we have seen some credits go out eight or nine years... AND these are not AAA credits, these are highly leveraged, non-investment grade credits that are prominent in syndication." Pretty much what you were saying last week. DAK