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

To: bambs who wrote (44148)	12/5/2000 5:23:31 PM
From: James Fulop	Read Replies (1) \| Respond to of 77400

Any input about the bond deals you mentioned as being important yesterday? Thanks

To: bambs who wrote (44148)	12/5/2000 6:05:18 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 77400

Hi bambs - we have our agreements and our differences. This may sustain to new year. If it doesn't, bad news I'm afraid. But wrong to underestimate vested interests. Which now are to the upside through YE. I've been watching the magical lines at $50 and $52 very closely. We've seen huge up-spikes all towards $52, and zealous support at $50 - which is within spitting distance of YoY breakeven. We've seen daily volume in excess of weekly cash inflows to the whole market and an artificially stable position in light of (a) news, and (b) comparative market dynamics. Smacks of deliberate structure to the current price. Through the funds, joe average paycheck deduction dude (the source of all wealth) tends to invest like a DCA strategy. Looks like DCA breakeven YTD on CSCO is just over $61, although YoY is $54. Exploiting this gap is easily possible. Just thinking it's better for the funds to keep everyone in the game & maybe "spend" a ton exchanging paper with themselves in the last few weeks to dress everything up so the bulls exit YoY in the black, the bears exit with three quarters of victory, j6p exits with a glossy report, and the smart money exits with lots of bonus to spend generously at Christmas time. Food for thought. John.