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


To: GVTucker who wrote (68060)6/16/2005 10:47:19 AM
From: Elroy  Respond to of 77400
 
There is a way. Check the commitment of traders for the NY Merc.

Any idea if that's on Bloomberg? I'll look it up.

I was refering to the price of crude, not the price of CSCO shares. The best case scenario for CSCO common equity would be a modest decline in the price of crude to the mid 40's.

Ah so!



To: GVTucker who wrote (68060)6/16/2005 10:58:53 AM
From: ild  Read Replies (1) | Respond to of 77400
 
RE: COTs
Large specs are flat and small specs short Oil, so no speculation
softwarenorth.net

Andy Xie thinks oil will collapse:

Asia/Pacific: Scary Oil
Andy Xie (Hong Kong)
morganstanley.com

GV, what's the WS consensus for Oil?