Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (6463)	4/17/2001 9:13:42 AM
From: Wizard	Respond to of 57684

>>The yield broke above it's 200-day average. I hope everyone re-fi'd. I did. Chris Stix at Morgan is saying trough valuation is not far down on Cisco (perhaps as low as the $12-$14 range)... I think the market might be ready to look past this given the early cisco indicators (SLR and PMCS) have already signaled numerous dramatic times that biz stinks... Most semi analysts bearish today but EMS analysts think their nums largely reflect the the CSCO weakness. At some point, the economy is going to have to turn up to support a rally but a tax cut and another 50bps by Al should do that....