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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Alan Smithee who wrote (2196)	9/21/2002 1:30:33 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 57110

even jim rogers is short term bullish. he's long spx. you simply cannot put any stock <g> in what the financial pundits are saying. they are simply talking their book. for obvious reasons they aren't accumulating , otherwise they'd be keeping quiet.

To: Alan Smithee who wrote (2196)	9/22/2002 4:21:36 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 57110

I was talking with someone today who works for a company that is a component vendor to CSCO. From the conversation I got the impression that CSCO may still have excess inventory issues that they are trying to resolve in a new way. Seems that they are trying to return for credit all of a certain component that they purchased in the last three years. These are non defective, out of warranty products that they are trying to get the component vendor to eat so that they can remove them from inventory and basically add an asset to the balance sheet with the credit.