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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Crystal ball who wrote (37186)	3/13/2001 12:36:53 PM
From: TWICK	Read Replies (1) \| Respond to of 50167

No. I'm not positioned for a rally. Won't be until at least early April. Still more tax selling ahead to pay for income taxes, which means more mutual fund outflows IMO. I have been patient so far. Another month or two, or three isn't going to hurt. Twick

To: Crystal ball who wrote (37186)	3/14/2001 12:54:57 PM
From: TWICK	Read Replies (2) \| Respond to of 50167

Cisco chief apologises "The challenge is to get this [the US economy] turned around before it spreads to Latin America, Asia and Europe in a major way," Mr Chambers said - though he added that the slump in demand for tech equipment in the US was likely to last longer than most people think. "The odds are greater than 50/50 that this will be more than a two-quarter phenomenon," he said. news.ft.com Cisco sees slower U.S. capital spending in 2nd half of '01 siliconinvestor.com Does this change their 30-50% guidance ? Twick