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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (3268)	4/12/2001 2:24:48 PM
From: CommanderCricket	Read Replies (2) \| Respond to of 23153

jim_p, "The auctions of excess equipment are just beginning from the defunct .coms, the amount of vendor debt to the less credit worth customers has not yet even surfaced as an issue. Wait until the CSCO and MOT's of the world start writing off their bad vendor debt which is in the billions." We haven't even started to see the carnage yet. The push back from Cisco right now is brutal. Cisco has BILLIONS in inventory liability that they trying to push, shove or force back down the supply chain. We've told them "NO" and most of our competitors are also saying "NO". Long term personal relationships are being destroyed by the pressures. You hate to answer the phone... It brings to mind the saying " what part of NO don't you understand" Very profitable week for me. My kids, KEG and PGO have done well.

To: jim_p who wrote (3268)	4/12/2001 2:25:01 PM
From: Second_Titan	Read Replies (1) \| Respond to of 23153

Jim_P Has your attitude towards the NAZWreck changed much over the last few months? I recall you loaded heavy in techs but I dont recall what you were hoping for the upside. Sold my JDSU today for a nice profit. I dont think the index has more than 10% upside from here. During this period I hope to clear some of my underwater bleeding tech knives I jumped on over the last several weeks. NT CSCO SUNW. I hope to be ready to short some of the techs when the time appears correct. 90% drillers & E&P's a 5% tech and 5% cash.