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To: The Phoenix who wrote (270)11/13/2000 3:11:27 PM
From: PMS Witch  Respond to of 405
 
My mind (or imagination) is filling in more details as I type. I think the guy was touting traditional old-economy stocks and gave as an example Sysco (?) the food store as the type of company he thought would do well. It was pointed out that this was the other Sysco and not CSCO. He didn't speak ill of CSCO, just that it wasn't the company he was mentioning and he was trying to reduce confusion.

Not exactly a bearish opininon being expressed on WSW, but close enough for a tiny bit of appreciation on Monday.

Again, this could all be my mind playing tricks again. (Cold medication: This weeks excuse.)
Cheers, PW.



To: The Phoenix who wrote (270)11/13/2000 5:48:32 PM
From: Paul Reuben  Read Replies (1) | Respond to of 405
 
I didn't know CSCO was supposed to come right out and say such things, especially after hearing it ad nauseum in the press for so long:

biz.yahoo.com

Analyst Paul Sagawa of Sanford Bernstein , one of the first to turn bearish on Cisco, frets that the company didn't even mention its market-share loss to Juniper Networks (Nasdaq: JNPR - news) in the market for high-end routers sold to telecommunications carriers