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

To: Dealer who wrote (46526)	1/16/2002 10:12:36 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

real value: INTC = 20, CSCO = 8 Intel's growth is so limited new markets are a pipeline dream, not a lock PC growth is stuck in mud Asian mfg will keep undercutting prices of chips generally Grove's successor is no Grove telecom expansion has many competitors next generation of devices will be non-PC Cisco is a sham financial reporting has similar shades of deceit as Enron reports are deceiving, if not directly false self-touting is inaccurate acquisitions have largely been a disaster founders and top engineers depart so they dont acquire talent, they just pay up for nothing new markets are a pipeline dream, not a lock networking growth is stuck in mud excess capacity and excess inventory is enormous secondary market in Cisco products is alarming their growth sector is now dead: dotcoms next leg down for Naz should be clear before April my guess is several back2back down days of at least 75 pts if not simple recession stalls, then world oil prices maybe both Wolfowitz is gaining mindshare against Powell / jw