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Politics : Right Wing Extremist Thread -- Ignore unavailable to you. Want to Upgrade?


To: TH who wrote (3586)1/26/2001 6:00:34 PM
From: Bill  Read Replies (1) | Respond to of 59480
 
CSCO is definitely a bellweather. Unfortunately, it is almost impossible to sustain their growth rate in a company that size. I fear their earnings call. Now I'm getting concerned about the opticals too with suppliers being pushed out be some of the players.



To: TH who wrote (3586)1/26/2001 6:04:01 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 59480
 
Wow, 1/2 and then another 1/2. What does that Greenspan know that he is NOT telling us?

And the fact is that AG doesn't necessarily know anything. I remember asking that very same question in the summer and autumn of 1999 when we were getting rate cuts and the fed was pumping up the money supply because of the Y2K scare. But if he had done even a little research, like going to the big businesses or even large government agencies and asked them how they were spending their Y2K remediation budgets even a year in front of Dec 31, 2000, he would have found out that they were spending it on everything but Y2K remediation (I documented this stuff on a variety of threads as early as February 2000).

The fed reacts to old news and therefore causes the magnitude of the pendulum swings to be greatly exaggerated...IMVHO.

JXM