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To: SliderOnTheBlack who wrote (86565)2/7/2001 2:28:53 PM
From: Razorbak  Read Replies (3) | Respond to of 95453
 
O/T - I'm in CSCO at 30 this afternoon. <eom>



To: SliderOnTheBlack who wrote (86565)2/7/2001 2:46:11 PM
From: patim  Respond to of 95453
 
bought csco, jdsu, qqq, and arba for short term pops

had almost 70% cash and no techs...just oil and gold



To: SliderOnTheBlack who wrote (86565)2/8/2001 1:07:27 AM
From: dfloydr  Respond to of 95453
 
Snagged 2k CSCO at 30.5 late this morning (AZ time). Down from 80. All the wall street penguins now cackling sell or downgrade ... I think the worst is over. A couple of days of high volume around these levels maybe. When will the good times arrive? Don't know. But CSCO has delivered for a lot of years and will again soon enough for me. I find it amusing that a 1 penny miss can cause such consternation. Look at their sales growth and earnings growth ... hell, most companies would die for numbers like those.

Also recently increased our position in TFS which is a company I have tracked closely for three years. Diversifying their basic business at last. Their new "light engine" display technology is looking good. Might even replace all CRT's and TV's in time. Unpredictable price action: achtung newbies!