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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (13622)	2/7/2002 7:00:04 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 23786

Don Sew has a class 1 buy signal. Message 17030908

To: Jorj X Mckie who wrote (13622)	2/7/2002 7:03:06 PM
From: Original Mad Dog	Read Replies (1) \| Respond to of 23786

Not so fast on that second mortgage..... finance.yahoo.com And remember our discussion about the bubble being a CSCO phenomenon (based on this chart): siliconinvestor.com (Blue is CSCO, Green is MSFT). Their acquisition accounting, while apparently legal, is about to come under even closer scrutiny in the wake of Enron. And I don't know what their policy is about conflicts of interest and dealings with entities they have investments in, but like all companies they will face scrutiny about that too. Any analyst who is talking about a second mortgage on anything right now is just desperate to exit his position a little higher. IMHO....