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To: bambs who wrote (47470)1/29/2001 5:36:59 PM
From: GVTucker  Read Replies (2) | Respond to of 77400
 
bambs, RE: BTW, I wouldn't be surprised if we get 3/4 of a point cut tomorrow.

I'd be shocked.

In fact, I'd be shocked to see a rate cut of any sort tomorrow. The meeting won't end until Wednesday. In all probability you'll be notified Wednesday afternoon around 2:15 PM of the FOMC decision.



To: bambs who wrote (47470)1/30/2001 10:03:54 AM
From: RetiredNow  Respond to of 77400
 
Now that's the Bambs we all know and love. I was getting worried a couple weeks ago when you started turning positive. :)

Actually, I think Cisco won't have any problem growing earnings in line with their revenue growth rates. They are amazing when it comes to tightening the belt to keep expenses down so they can always get near that 20% net margin. You'll probably be unpleasantly surprise come this June and July, when Cisco proves you wrong.


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