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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: brunn who wrote (44794)	3/30/2001 10:34:11 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

I don't honestly believe CSCO and the networkers will have a V-shaped recovery like I do for the chipmakers simply because of the debt in that sector. Many of CSCO's customers have debt loads as high as 80% as a percenatage of their sales. This downturn for the networkers could be very rough, but then I hope it is to a degree since I have been waiting many years to initiate positions in the sector. BTW, CSCO is now trading below KO on a PSR basis! A year ago, nobody would have believed this, even among the Bears IMO. Regards, Brian