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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (824)	1/19/2001 2:41:20 PM
From: Bilow	Read Replies (4) \| Respond to of 24758

Hi ahhaha; About CSCO (and JNPR, for that matter). Any EE who reads the trade press would have to be running away from those stocks good and fast. Technology has advanced to the point where they are selling stuff for too much of a multiple of what it costs to put it together. It used to be that it took a huge team a long time to design a router or switch. Now it can be done by a couple guys working together for six months. The market for that product is quite doomed, or at least the once incredibly high profit margins are. Sort of like when calculators changed from being $300 miracles to being $10 everydays, except with a lot less flexibility in the demand/supply curves. -- Carl

To: ahhaha who wrote (824)	1/19/2001 4:48:17 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 24758

Elaine Garzarelli, someone who I like I am shocked, ahahaha. You, the Great Deflator of the Pious and Self-Promoting ?? <g>. Gazarelli called the 1987 crash and got her clients out. Good for her. She has been living off that glory ever since, despite a mediocre record. She reminds me of those goofy twins from the Newman movie "Slapshot", still hawking cheap wares and nobody can remember who they are except Paul Newman/hockey fans like me who will even watch his lousy movies. But I am open minded. What do you like about her? Doc Stone