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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: SOROS who wrote (107)	6/6/2002 4:47:19 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 89467

Intel and Cisco are soon to be whacked but I must be fair to Cisco Savings & Loan they are a big bank, I mean tech networker Cisco can survive the upcoming nightmare they have a huge store of cash but not too many places to invest it right now most of their competitors will likely be liquidated who knows? e.g. Extreme, Redback, Foundry, NetAppl Cisco will be the last one standing but at a much lower price per share Intel, on the other hand, is being forgiven for mistakes at least for now I once knew Andy Grove, Grove is a friend of mine and you, Mr Barrett, are no Andy Grove Barrett has ventured into several areas, so far nothing successful his telecom entry came at just the wrong time critics claim he is spread way too thin outside core competency time will tell both titans will be marked down, sure as night follows day sure as deep recession follows deep stock declines, busts but both will surely survive The Perfect Storm Naz heading to 1100 / jim