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

To: bambs who wrote (43104)	11/8/2000 1:26:54 PM
From: Wyätt Gwyön	Respond to of 77400

I think the street don't care for csco doing vendor financing with companies and sectors that can't get financing in the bond market. They can do it, but they become more and more like a bank. Ever check the PEs of banks?

To: bambs who wrote (43104)	11/8/2000 2:07:56 PM
From: chic_hearne	Read Replies (2) \| Respond to of 77400

Hi Bambs, Crisco having some problems today. Maybe it just took a few days for the street to realize the balance sheet erosion that's happening. I've been harping about vendor financing and Crisco's accounting for some time now. The thread morons will accuse us of being paid bashers or some other crap they dream up, but the fact is we are right. The financial community is finally starting to whisper about these problems. In other words, they haven't even come close to dumping their positions and they will continue to pimp Crisco all the way to the single digits. chic