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To: AllansAlias who wrote (64627)2/5/2001 9:51:23 AM
From: Lucretius  Read Replies (1) | Respond to of 436258
 
you buying the dip?



To: AllansAlias who wrote (64627)2/5/2001 11:13:00 AM
From: chic_hearne  Respond to of 436258
 
The bear in me worries about CSCO being sold into earnings. Still, there is a bounce coming and CSCO not being too disappointing could be the stimulus I suppose.

Same here. If they bounce it after earnings, I'm going to double up my short position.

Their financial statements will be very ugly and they may decide to do a little confessing (or delay it a quarter). It's hard to say what's priced in given they're near their lows while the Dung is well off its lows.