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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (107556)	6/8/2001 7:57:19 AM
From: Lucretius	Respond to of 436258

i hope it matters... these semis are still in lala land though

To: Earlie who wrote (107556)	6/8/2001 8:25:54 AM
From: yard_man	Read Replies (2) \| Respond to of 436258

I don't care about that ... I'm buying more CSCO pronto <vbg> Seriously -- there is an article in my latest trade mag on CSCO. CSCO bragged about it's almost "real-time" accounting that went along with all the acquisitions. Supposedly they knew where they were at any given day. The article closes with that "100 year flood" quote by Chambers ... I find it hilarious that some of these new era chiefs were worshipped -- but they couldn't see even a couple weeks ahead when it counted -- or at least that's their story. The idea that a company could grow at 60% a year except in the initial stages of the adoption of a new technology! -- what a bunch of hogwash INTC's recent gimmick indicates that the real end is nearer than we thought. Pretty soon all of them won't be able to manage expaectations fast enough or they will get tired of looking for the bottom next quarter. Clowns are more than gullible.

To: Earlie who wrote (107556)	6/8/2001 8:41:11 AM
From: KyrosL	Read Replies (1) \| Respond to of 436258

Earlie, the JNPR miss has got to be one of the worst horror stories to hit lately. JNPR was supposed to be the exception to the rule. They were supposed to be beating Cisco, gaining market share, all that... Instead they prove to be just as vulnerable, if not more so. Having said all that, I confess that I succumbed to the clown in me and bought some 3Com the other day. At least the price was close to half book, and most of the book is cash and investments.