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Technology Stocks : Softbank Group Corp -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (5546)	10/23/2000 12:18:42 AM
From: manohar kanuri	Read Replies (1) \| Respond to of 6018

Hmmm... Looked for but could not find anything about Cisco and Lucent. Did see the breathless kvetch about Cisco's pooling and option accounting. Subject seems to surface with almost predictacble regularity every six months. Accusations of legerdemain (with a palpable whiff of fraud) are one thing levelled against a shady Bastiens in a clueless LHSP (same issue, different year, different clown); quite another in re Cisco and every other legit pooler. A legal accounting method is a legal accounting method. If the guy's been banging away at the same drum for 30 years -- well, maybe somebody should do him a kindness; set up a collection and buy him a clue. Tchah. If you have a link to that CSCO/LU article, can you post it Jay? Many thanks. I'm a little intrigued why one should follow the other. My take (or hope; soon to be prayer) is that Cisco's optic strategy is off by about two quarters. Lucent, otoh, has had execution problems for a while now and was a more than little confused as to whether it was coming or going. And way too much circuit switching baggage clogging the system. A few days ago there was quite a write up in the FT about Ravi Sarathy at Lehman and his Softbank call. Part of a series on the humbling of the mighty and assorted tales of comeuppance. The intro covered HK and the tom.com frenzy. best, mk