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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Investor-ex! who wrote (9413)	6/1/1998 6:43:00 AM
From: craig crawford	Read Replies (2) \| Respond to of 18691

<< Apart from Asian exposure, whenever I consider CSCO, the very likely increasing impact of Y2k remediation on corporate I/T expenditures immediately comes to mind. If I/T budgets are ballooning to fix this mess, and there is some very good early evidence that they are, I can't see how CSCO can materially participate in Y2k spending. Quite the contrary, I see CSCO's router markets stalling or even contracting as more and more dollars and personnel are redirected toward Y2k repairs >> But why C$CO? Why not choose a weaker company to short that will have Y2K spending cut into their business? << If there is a general tech sell-off, CSCO will not escape unscathed. >> Look how it has fared in this mini tech sell-off we have had lately. Pretty well if you ask me.