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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (40566)	8/24/2001 4:02:31 PM
From: Jim Willie CB	Respond to of 65232

Cisco and Housing, interesting CSCO is on track to meet expectations but exp eps of 4 cents great news, it is stabilizing at 90 PE levels what is upside on that cooked goose? Housing reminds me of fiberoptic sector in autumn 2000 it was the only tech group to fend off steep stock declines they are 60-80% down now while I dont expect Housing to fall off completely I do expect Q3 and Q4 to seriously disappoint on the recovery front and housing to stall in growing fashion maybe housing will feel the worst in the major metropolitan centers of the country e.g. SanFran, NewYork, Boston, WashDC, Chicago, Atlanta we will see, Jim