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

To: bambs who wrote (44103)	12/4/2000 9:29:58 PM
From: Hobie1Kenobe	Read Replies (2) \| Respond to of 77399

ot - bambs - i'm trying to figure out why they're ramping the retailers in the face of a significant slowdown. We know it's coming but the retailers seem to be in denial. WMT up 5% today. Go figure. Any ideas? JF3

To: bambs who wrote (44103)	12/4/2000 9:31:16 PM
From: zbyslaw owczarczyk	Respond to of 77399

US dollar will have a little pop with luck then it's back to giving up it's recent gains. two months ago you were crying that strong US $ is hurting US companies earnings . Now you are crying that weaker US $ is doing the same. Make you mind. $ is still 5-6 % overvalue to Euro. $ was weaker 5% in March 2000!!!!!!!! Better balance between $ and Euro will help US companies $/Eu is reflection of spread of growth in Europe and US.

To: bambs who wrote (44103)	12/5/2000 1:07:03 PM
From: James Fulop	Read Replies (1) \| Respond to of 77399

>>p.s. watch out tomorrow for how the bond market prices the telco bonds....could be ugly if the market don't seem to like the offering. Could mean that it will be tough to get more money for csco customers to continue thier build out of unprofitable networks.<< I assume you were talking about the Verizon and BT deals but I am not sure. Could you elaborate on which deals specifically you were talking about and also give us an update on how these deals are going (as I assume you are following them closely.) Thanks.