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

To: GREENLAW4-7 who wrote (39138)	10/22/2000 3:05:45 AM
From: Shane Venem	Read Replies (1) \| Respond to of 57584

Regarding Brinker. Perhaps you haven't listened to Brinker long enough. Brinker did call for a long trade on the QQQ. Why does this upset you? Bear markets don't go down in a straight line. Bear market rallies are typically sharp and powerful. There's much money to be made by participating in them. He's nailed three inflection points this year alone: the top, and two bear rally bottoms. If you've followed his advice, you've done extremely well in this market. I have no idea why you're confused. Brinker is a market timer. He's been defensive at tops and long when the market rallies. That's how you make money. Who else is calling this market so well? Brinker an idiot? I don't think so. He always seems to doing the right thing at the right time.

To: GREENLAW4-7 who wrote (39138)	10/23/2000 4:49:54 AM
From: vagabond	Respond to of 57584

More details on Cisco issues raised by Barron's (just to make sure everyone sees it before Monday's open)... ======================== Cisco accounting methods questioned By CBS.MarketWatch.com Last Update: 2:35 PM ET Oct 21, 2000 NewsWatch Latest headlines SAN JOSE, Calif. (CBS.MW) -- Cisco Systems was criticized in Barron's on Saturday for aggressive accounting based on the way it books "pooling of interest" acquisitions. The critique cited three deals in Cisco's fiscal year 1999 for which it paid $400 million in stock yet booked a cost of $45 million. In the two fiscal years ended July 2000, the network-systems manufacturer "suppressed" $18 billion in acquisition costs, according to accountant Abraham J. Briloff, who wrote the Barron's piece. Briloff also criticized how San Jose, Calif.-based Cisco (CSCO: news, msgs) treated the exercise of stock options, asserting that Cisco's net income should have been reduced by $1.6 billion in 1999 and $2.5 billion in fiscal 2000. Cisco officials weren't immediately available to answer calls seeking comment on the article.