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

To: Yaacov who wrote (50740)	3/30/2001 9:21:18 AM
From: John Carragher	Read Replies (1) \| Respond to of 77400

analyst the other day mentioned csco taking off again once they recut the option packages for management.

To: Yaacov who wrote (50740)	3/30/2001 1:22:42 PM
From: Jacob Snyder	Respond to of 77400

re: I tell you who is selling CSCO, those who borrowed money to buy stocks That's right. Total margin debt peaked just as the Nas peaked, and has been falling since.

To: Yaacov who wrote (50740)	3/31/2001 9:48:11 PM
From: Patrice Gigahurtz	Read Replies (2) \| Respond to of 77400

Yaacov: I'm set for the long haul and although I did finance a large portion of my CSCO @ $30 I 've other sources thankfully to meeet my margin calls and I've gotten three in one week ! One was an SEC call that had to be met by "2pm" the day the broker called ! I have a chunk of CSCO @$30 and if I was perfect I should have waited for at least $20 as in my gut I knew $25 was a better entry but I was impulsive and jumped at a bunch at @$30 and $29. I did howevere dump out of AMZN and SUNW and ORCL to meet margin calls and my actual tax losses this year are significant as I'd entered those respective stocks at 30% above their current valuations. Luckily I left my K401 untouched in government bonds and I did switch at a loss my IRA SUNW ($16) to PALM ($8) and so far I'm happy with the results. Could anyone have predicted in Feb to see SAPE at $7ish and PALM at $8ish ? And CSCO at $15ish, who could have known ? I suspect a lot of people were cashed out of their stop loss orders in CSCO, PALM, SUNW, ORCL, etc. The only buyers of late are true catching knives souls versus the masses which are waiting for the clear a head signal. Just a shame that Mr G missed the 1st Intel warning on 9/21/2000 and didn't lower % rates in Nov 2000 & Dec2000, why ? Because of the inflation risk that never was as with 4% unemployment equals inflation which is BS as productivity countered inflation job pressure and DC was alseep at the wheel while oil prices increased; % increases coupled with oil increase equals a double tax. I guess the election mess had something to do with the belated late % rate cuts but in the end the May % 2000 1/2 rate increase on top of already increasing oil prices just deep 6'd the whole goldielocks situation. Thanks and the above are my opinions for entertainment purpuses of course. And althoug I don't miss the past DC I am disappointed in the current DC's apparent lack of public confidence regarding the economy. Thanks