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

To: kvkkc1 who wrote (52572)	5/8/2001 10:38:44 PM
From: SouthFloridaGuy	Read Replies (2) \| Respond to of 77397

Your numbers aren't worth a damn, just like any other analyst who believes that numbers never lie. His relative return compared to you in the last 1 year is 6% in his CD versus your loss of 80% in CSCO. He's outperforming you by 86% so far. And please, don't tell me about your past profits in CSCO because it's irrelevant. What counts is here and now and what somebody who had $x to invest today should do. Those numbers definitely don't lie. Hence, you missed out on a nice 50% jump in a month because you believe you can time the market. You're mixed up there. It's because he believes he can't time the market that he missed the 50% jump.

To: kvkkc1 who wrote (52572)	5/9/2001 12:51:42 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 77397

kvkkc1: Take a few fact pills and chill. You say I missed a 50% jump in a month. An equally valid view is losing out on the opportunity to have experienced a 75% loss versus an 83% loss. Depends on your time frame. You, me, anyone else we can be inaccurate in our forecasts, but I am 100% consistent with my money where my mouth is. I think there's more down here than up. You don't. We disagree completely on our views. Good, because that's what makes a market. But at least I am consistent: I say it is a bad investment. I have no toe-in-the-water hedge. Every penny is elsewhere. I am not short or dabbling in derivatives because my style is purely long positions. So, unless you are invested with every penny to the hilt like I am completely uninvested with every penny elsewhere, then you might want to reflect on who is the crap talking chicken whose money is not where his mouth is (only using your words) John.