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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Farmer who wrote (61772)	10/9/2002 1:32:52 PM
From: Ed Forrest	Respond to of 77400

So back in July I sez to Frank a.k.a. The Naked Emperor of the Gorilla Gamers (he calls me The One Who Shall Not Be Named) that just like any other investment strategy, his precious game should be measured by return on investment, which sucks frankly. And contemporaneously I sez to his dashing but ignorant side kick Mike that SEBL closed at $11 and change which makes his front office Gorilla game a washout, as predicted. Would this be the Mike you refer to? The Mike that was one of the reasons you suffered so much embarrassment that you beat a hasty retreat from that thread and felt the need for an extended “vacation” Fess up John, the truth shall set you free. Consider this hors'derves, dinner will be served later. You’re the main course. To:hueyone who wrote (52065) From: Mike Buckley Sunday, Jul 14, 2002 3:25 AM View Replies (7) \| Respond to of 52762 Huey, Curbstone and all, Frankly, I was inspired by Paul's posts #52061 and #52065. At the same time, they made me a little ashamed of myself for selfishly making life a lot more fun around here for myself by leaving Shannon on "ignore." Paul is right for defending the community and the two of you are wrong for criticizing him. Of all the posts Paul has written, you two decided to single out the one whose tone was clearly out of character. Instead, you should have used your energy and our bandwidth to criticize the many of Shannon's posts for their consistent character. Having seen the ruckus, I decided to see what the ruckus was all about. I took Shannon off "ignore" and realized that, sure enough, Paul was responding to a post by Shannon that was in the same rude tone that we've become accustomed to from him. Now that I've seen Shannon's post, which I now realize was addressed to me, I could respond to it. But I won't. The reason I won't is because he's so smart that I know he couldn't have written anything so stupid unless he was trying to be mean. Regardless of Shannon's immense intellect, an intentionally mean post doesn't deserve a response. Especially because of Shannon's immense intellect, an intentionally mean post doesn't deserve a response. Curbstone, I'm embarrassed and offer my apologies that I don't remember your real name, don't associate your screen name with someone I presumably met in San Diego, and don't remember you as a frequent poster here if indeed you are. Huey, I'm very familiar with your wonderful posts here. I know Huey is too sharp not to pick up on the mean-spirited tone of Shannon's post. I assume Curbstone is too. Rather than criticizing him, the two of you criticize Paul. Shame on both of you. Huey, you asked, “Can’t we all just get along?” I wouldn't stoop so low as to try to get along with Shannon. He doesn't deserve the effort. For the same reason he wouldn't be welcome in my home, I don't extend a welcome to him here and, thus, am glad to have him back on "ignore." If you and others want to repeatedly defend Shannon and the likes of him while at the same time criticizing Paul and the likes of him, please, please do. Do so en masse. That's your right. Doing so will serve as an eye-opening vote that tells me to completely reverse my previous thinking and encourage Frank to create a moderated G&K thread that competes with this one. I would encourage the major contributors to this thread to stop posting here. I would stop posting here. So, everyone who agrees with Curbstone and Huey on this issue, please cast your vote publicly. In the event that you vote strongly and openly enough by defending Shannon and criticizing Paul, and in the event Frank doesn't want to create a wholly competing moderated thread, I just might create it myself. --Mike Buckley

To: Stock Farmer who wrote (61772)	10/9/2002 1:55:15 PM
From: JakeStraw	Read Replies (1) \| Respond to of 77400

>>So back in July I sez to Frank a.k.a. The Naked Emperor of the Gorilla Gamers Would that be Uncle Frank??

To: Stock Farmer who wrote (61772)	10/9/2002 4:22:53 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 77400

<CSCO was a pyramid scheme wrapped around a great business. And until the wrapper comes off it's still a lousy investment. Get over it. Cisco's not alone. Many others like that. Could have been SEBL, for example. Big hit? Nah, sticks and stones may break my bones but names will never hurt me. IR? Hardly. I spent the last half of July and all of August mostly in the woods and parks across Canada and the Western US, and despite those who think the Internet should be everywhere I happen to disagree. > John, I haven't studied Cisco at all, but several years ago was impressed by Cisco City when I stumbled across it in San Jose. I have been aware that they made lots of acquisitions over the years, using an ever-inflating currency. This whole stockmarket implosion is remarkably reminiscent to me of the New Zealand experience of the 1980s. Yes, everyone had a crash in 1987, but NZ's was unique. The lessons from that are disconcerting for what's going on now. I escaped unscathed because I didn't get caught up in the financial leveraging companies because I thought they were puffballs, buying good little companies, but pumping them up with debt, leveraging that into new opportunities and so on which was going to cause a rapid and substantial deflation]. I didn't escape this one unscathed because I backed bad management for an excellent asset [Globalstar] and while accepting that QUALCOMM would drop to possibly $50, hadn't studied the overall market sufficiently to realize just how puff-balled the whole thing was. Anyway, that's water under the bridge. Where to from here is what matters. I'm not all that comfortable with the prospects if NZ's experience is anything to go by. The main reason for my concern is that NZ's implosion was moderated because there was a huge external world to NZ and NZ's economy being an export economy didn't lose the income from overseas. But there is no externality to the USA/Japan/Latin America/Europe/Africa/rest of world other than China/Korea [I think we can almost join Korea together again although part of it is still allegedly a component of the Axis of Evil]. China and Korea are too small to act as much of an externality, though China does to a small extent [especially if the appropriate currency adjustments take place]. Re the idea that the internet shouldn't be everywhere, that might be because your child/wife/buddy didn't fall down a crevasse and you didn't need to get help. The internet can be everywhere and you can ignore it. Radio signals don't interfere with enjoyment of black flies and mosquitoes in the Canadian forests. I have unpleasant memories of black flies and mosquitoes in Canada in summer, but fond memories of Lake Paudash and other backwoods places. Snowmobiling through forests on a starry night was fun too. Noisy and mad [a quiet walk is nice too] but fun. I would want to have a Globalstar phone if I was out in the -30 degrees night and ran out of petrol or got a flat tyre in the middle of the forest. I've never yet found knowledge to be a disadvantage. I have never yet found the option for me to communicate to be a disadvantage. I can always choose not to download or upload via cyberspace. But the choice is nice. Mqurice