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

To: chic_hearne who wrote (45774)	1/2/2001 7:07:44 PM
From: Ed Forrest	Respond to of 77400

Cisco shares tumble amid earnings concerns yahoo.cnet.com

To: chic_hearne who wrote (45774)	1/2/2001 7:08:38 PM
From: Monty Lenard	Respond to of 77400

LOL... chic, I have tried to stay away from 29 strickly to avoid a bunch of ridicule. Remember we are in a new era and it can't EVER happen again. :-) Monty

To: chic_hearne who wrote (45774)	1/2/2001 7:13:59 PM
From: Monty Lenard	Read Replies (4) \| Respond to of 77400

chic, I see SSB has maintained a buy rating on csco. Well SSB has the VERY WORST track record of anyone on the street according to the WSJ. :-) Would you like to see their performance over the last 2 years? It is truly awesome and the bear did not start until this year. VBG Monty

To: chic_hearne who wrote (45774)	1/2/2001 7:40:44 PM
From: bambs	Respond to of 77400

Maybe Al can cut the lending rate for CLEC's and AMZN to -2.5% If he actually pays them to borrow money they may be able to turn a profit an survive. The fact remains, (just like in Japan), that cutting rates at the end of a bubble never leads to money going to the parts of the market that are puking. A rate cut at this point will lead to inflation and investing in real estate or something similiar. Perhaps a wild boom in energy stocks and ipo venture capital for anyone with an idea on how develop new fuels...or massive capital investments into new oil and gas exploration. In the end the capital won't go to kinky Internet stocks with piles of debt, no plans for profit ebitda or any real sign of a long term future. And, it should be noted that this group contains many of csco's customers. I hear that sunw is in trouble as dot.com bankruptcys hit like a double edge sword. Not only are they losing there high growth customers with mucho dollars to blow but the servers are getting dumped into a re-sale market. I think csco may have the same fate...clec's and isp's go bust a long with dot.coms = less CSCO customers, routers and entire networks for sale in chapter 11 sales. So, surviving customers spend less on new products. This cycle is just beginning....as the debt problems become clearer, those that may have had a chance to survive if they got funded for few years might not get the funds they need either. There is no doubt that the bad debt in this economy will catch up with us. The question is when. Will lower rates mean someone lends more money to failing businesses and prolongs the inevitable? I doubt it will happen too often and I bet the credit bubble will pop by the late spring early summer. Bambs