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To: Wyätt Gwyön who wrote (55332)	1/8/2001 1:05:09 PM
From: AllansAlias	Read Replies (1) \| Respond to of 436258

Did he lift the guts of that post from some 1930 quote or write it himself? -g Why do you bother with that thread?

To: Wyätt Gwyön who wrote (55332)	1/8/2001 1:05:57 PM
From: Poet	Read Replies (2) \| Respond to of 436258

That guy called a $500 price on CSCO? Wow, I don't think a hat is where that particular rabbit came from. Rangebound boring day.... I'm joining the BRCM shorts for a little excitement.

To: Wyätt Gwyön who wrote (55332)	1/8/2001 1:15:20 PM
From: patron_anejo_por_favor	Respond to of 436258

HO HO HO! "The four most expensive words in the English language are: THIS TIME ITS DIFFERENT!!" -Sir John Templeton-

To: Wyätt Gwyön who wrote (55332)	1/8/2001 1:40:34 PM
From: Earlie	Read Replies (1) \| Respond to of 436258

MM: Cisco isn't actually growing, except via acquisitions. Strip out the acquisitions and you will find that the internal growth has been negative for some time now. It has also paid insane prices for many of its acquisitions. Cisco will move significantly lower, probably when it has to take some massive charges with respect to several of its purchases. I'm not short, but only because there are currently some better targets available. I sure wouldn't want to be long. Best, Earlie

To: Wyätt Gwyön who wrote (55332)	1/8/2001 2:03:50 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 436258

yada yada , new era, yada...-g- what proponents of this erroneous argument tend to overlook is the fact that today's excesses in debt creation and asset overvaluation put the excesses of 1929 to shame. the main difference between now and then is that the US used to be a creditor nation then and is a debtor nation now. also, the presumed 'better safety net' isn't really better at all, as the complexities of the system it is supposed to safeguard have increased commensurately. in '29 there was no derivatives daisy chain for instance that could waylay the system - now there is. if one only stops to think for a moment that a single bank has exposure the notional value of which approaches global GDP it becomes clear how woefully inadequate our 'safety net' probably is. the credit induced money supply explosion boom has truly warped people's perceptions.