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

To: pogbull who wrote (8187)	10/16/2002 8:05:00 PM
From: jjkirk	Read Replies (1) \| Respond to of 89467

Yep, really smart to adjust the balance sheet from LT to ST liabilities....really adds a layer of stability to the economy....not!...jj ps Equity mkt topped yesterday...those that I trust confirm that we will ride the bear for a few days...jj

To: pogbull who wrote (8187)	10/18/2002 2:26:42 PM
From: stockman_scott	Respond to of 89467

14:08 ET CSCO Cisco Systems could miss their numbers - Pac Crest (10.40 +0.23) -- Update -- Pacific Crest says there is a fairly high probability that CSCO may miss their targets; co told firm that the IT environment has deteriorated, and firm believes that the Oct qtr is weak and the Jan qtr will be even weaker; firm also says that one of CSCO's EMS partners said business is very slow and gray mkt listing are up 5% week/week, which is another negative sign. (Note that Pac Crest cut ests for CSCO this morning... see 9:31 comment.)