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To: Dave Gore who wrote (116794)	11/16/2000 10:43:09 AM
From: Rick Buskey	Read Replies (1) \| Respond to of 120523

good points Dave

To: Dave Gore who wrote (116794)	11/16/2000 1:39:45 PM
From: Lane Hall-Witt	Read Replies (2) \| Respond to of 120523

My favorite part of the Merrill downgrade story is all the analysts from competing houses that slammed Joe Osha for making the call nine days after CSCO's earnings. They ask, according to CNBC: where was Osha nine days ago? Of course, what I'd like to know is: where were the whole lot of them 10 days ago, when they could have saved their clients some money?!?!?! I'll bet all of these other analysts are pissed because their trading desks loaded up on the downgrades nine days ago . . . and so they're stuck with their inventory while the market grinds through Osha's call. Personally, I think Joe Osha is one of the smart ones; I'd imagine he was actually doing some research on the inventory issue, rather than simply falling in line with the sheep from the other houses. Of course, being right, and knowing why you're right, doesn't necessarily win you any points for timeliness; but I take his call as the most credible sign yet that there really is a looming problem in the communications IC sector.