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.

Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Smart_Money who wrote (36333)	9/26/2000 9:54:17 AM
From: baddtiming	Read Replies (4) \| Respond to of 57584

According to my broker the odds are that they have some bad debt from some of the companys that they are carrying paper for on some large equipment orders. He believes this is already built in and that what we are seeing is all hype at this point. Only one point of view though. I am sure you can make this argument about any large company in any given quarter but the bears are looking for food right now..

To: Smart_Money who wrote (36333)	9/26/2000 10:03:00 AM
From: Bud K	Respond to of 57584

CSCO...Reported on CNBC this am that the company said the warning about a customer problem wasn't large enough to matter to earnings and that they were still comfortable the the published numbers. I only got a part of it on the air and don't remember who report this.