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To: Earlie who wrote (118309)8/24/2001 11:00:16 PM
From: Les H  Read Replies (1) | Respond to of 436258
 
Cisco is looking for suckers

vny.com

isn't this their normal m.o. to put out a phony upbeat news release after horrible news such as their head of sales quitting?



To: Earlie who wrote (118309)8/25/2001 4:51:16 PM
From: ild  Read Replies (1) | Respond to of 436258
 
Earlie, If you liked this article you'll like stuff from Stephen Roach. His international team and he himself do excellent research. I read him every day. He's been bearish for quite some time. I hope he's right.
His archive:
morganstanley.com

At least just read two recent pieces:
morganstanley.com and morganstanley.com

Did you read his report to Senate:
senate.gov
Other reports from Rubin, Volker and Dudley are good as well
senate.gov