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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (49178)	2/21/2001 10:43:05 AM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 77397

The only way to get out of this mess is with a NASTY recession. That means allowing businesses to go belly up instead of refilling the bubble at the expense of price stability and the Dollar. The bears have been saying that Greenspan's incompetence would cause this and it is unfolding right in front of our eyes. That means NO MORE rate cuts.

To: RetiredNow who wrote (49178)	2/21/2001 10:49:59 AM
From: TobagoJack	Read Replies (1) \| Respond to of 77397

I believe the real disease is that the cost of capital was too low, with the capital providers either (a) forced to accept a low return on their capital by what the maestro was doing to the FED discount rate, or (b) accept a fatally risky equity return. Capital providers, thus punished, are in full retreat, leaving the consumers, and borrowers (telcos etc) to their own respective devices (cut back, going bankrupt, etc). If so, the economy will only recover when the capital providers are sure that they have survived the worst of the storm, and that can only happen if the maestro stop meddling with the weather, and let the full fury rip into the markets. If the maestro step out of the way, let the markets seek own clearing price, the economic badness will probably last only 18-24 months, and the market recovering 6 months ahead of the end of badness. If maestro fail to step out of the market's way, then 18-24 months after he leaves the pumpkin patch central bank, whenever that is. Japan's group/party driven decision making ensured that the central bank never stepped out of the market's way, and thus we have what must be a historic record of recession. Chugs, Jay

To: RetiredNow who wrote (49178)	2/21/2001 11:35:32 AM
From: telecomguy	Respond to of 77397

If anyone cares about the fundamentals driving this market, here is something CSCO followers may be interested in. To:Kenneth E. Phillipps who wrote (10020) From: telecomguy Wednesday, Feb 21, 2001 11:18 AM View Replies (1) \| Respond to of 10023 This 3 part series captures the essence of NT's situation vis-a-vis LU, CSCO and JNPR. When it rains, it seems to pour sometimes.....still long NT however. Note that on one hand, depth/breadth of NT's product line and it's ability to provide an integrated solution is considered to give NT an edge when it comes to large buildout contracts but that the Best-Of-Breed advantages of JNPR and CIEN tends to favour them in a market pressured by tightening of capital. NT better come out with their all-optical switch relatively quickly if it wants to maintain their leading-edge status in the optical domain......anyone with any news on how NT is progressing with the X-Ros & Coretek deal, I would be appreciated. stockhouse.com stockhouse.com stockhouse.com