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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Cynic 2005 who wrote (24648)	11/19/1997 5:52:00 PM
From: Michael C Quesnel	Read Replies (2) \| Respond to of 132070

Hi Mohan & Earlie, I think that shorting CSCO is similar to shorting HWP. The company is way too big, and the management is way too smart for this to be a big winner. I think it makes a lot more sense to short the weaker sisters (of course COMS has already made a swan dive). But GTW is still out there. Mike

To: Cynic 2005 who wrote (24648)	11/19/1997 10:16:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

Mohan: How can I be late when I'm ALWAYS too early (g) Good to hear from you. Just finished a heavy piece of R&W (research and writing), so going to put the lower paws up for a day or two. CSCO makes zero sense at these prices, especially with what's happening to the company in Asia. The slow-down in the networking arena is palpable. Will probably join you in near term. The fact that I'm not there yet should be taken as an indication that it's going to tank in the next day or two (and I'll miss it), or that it's REALLY too early (g) Best, Earlie