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

To: bambs who wrote (40142)	9/26/2000 8:56:58 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Bambs, You should be careful to investigate your position because the comments you are making here and on the NT thread aren't making much sense... or perhaps I'm misunderstanding you. Pooling doesn't "brush away loses" - nothing of the sort. Where did you get this idea? Large option expenses - or do you mean large tax benefits? How will the new accounting rule change things? it'll make CSCO account for acquisitions like NT does today... but then, you don't like that either...... according to your posts over there. I'll admit it... I can't follow your line of thinking. You've lost me.

To: bambs who wrote (40142)	9/26/2000 9:00:52 PM
From: Hobie1Kenobe	Read Replies (1) \| Respond to of 77400

bambs, More bad news from the contract mfg. front - from the Street.com ala Herb Greenberg. SLR meets with analysts tomorrow- wonder what they'll be saying? Contract manufacturers blues 9/26/00 7:45 PM ET Bad news for contract manufacturers Wednesday: Late (and I do mean LATE) today MSV (Manufacturers Services), which came public in June, laid a big egg: Coming in at 10 to 15 cents for the quarter, not the 25 cents Wall Street expected. (And all is well for ACT??? But I digress....)The company tried to soften the blow by announcing a big 3Com deal, but this is NOT likely to help the cause on Wednesday. No wonder the company offered NO guidance at the Montgomery conference last week! Look at it on the bright sid: At least they can't be blamed for selective disclosure!!! hg

To: bambs who wrote (40142)	9/27/2000 10:35:58 AM
From: JRI	Respond to of 77400

Rally should hold today..accelerate later... An IBM warning (if it happens) will not bring the Naz to 3000....Euro/Oil will not either...both these situation will improve eventually, but biggest impact has already hit markets...The biggest danger for the market, IMO, is the unlikely possibility that the Democrats control Congress and Presidency...that would get some people worried..and mute (but not stop) a rally Nov.-Jan. Hard to bet, though, against this market at these levels...Remember the season, Bambs...Oct-Jan. usually pretty good.....it is not April.......Your prediction (Naz 2500-3000) would be an UNPRECEDENTED fall in the Naz..even worse than 1973-4..especially factoring in TIME... Do you really think conditions are worse than 1973-4? (Then: Bad hairdos, bad economic/fiscal policy....only rock n' roll was better)....

To: bambs who wrote (40142)	9/27/2000 12:20:32 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

I like to look at operating cash flows more than anything. It's the one thing that you can rely on despite changing accounting rules. A good example of this is JDSU. They are losing money right? WRONG! Their EPS and net income is negative because they account for purchases using purchase accounting rather than pooling. But take a look at their operating cash flows. They are doing great! So a better measure of the fundamental successs of a company is whether they are generating cash or not. BTW, I've noticed that you are fairly beligerent towards my posts. Do you have something to prove to someone that I'm not aware of?