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To: Cynic 2005 who wrote (7052)	9/26/1998 12:04:00 AM
From: Judy	Respond to of 86076

Mohan, seems we had a similar discussion on CSCO 40 points ago. I can see CSCO in the low 50's again, but 30 ... Do you have a similar view on LU? A recession could drive CSCO down to the 30's but in that case the whole stock market would erode. btw, I have a new puppy named the Cisco Kid. He doubled in size the last few weeks.

To: Cynic 2005 who wrote (7052)	9/26/1998 8:06:00 AM
From: KENNETH R SANDERS	Respond to of 86076

MMV>>>>>>>>> I may short DELL if it touches 70 <<<<<<<<< Before or after the next split<VBG> Sold my DELL on Friday for a modest profit and will probably reenter the week before EPS and get out again the day after EPS. It works for me<G>

To: Cynic 2005 who wrote (7052)	9/26/1998 9:50:00 AM
From: MythMan	Read Replies (2) \| Respond to of 86076

biz.yahoo.com

To: Cynic 2005 who wrote (7052)	9/26/1998 7:40:00 PM
From: yard_man	Respond to of 86076

>>financial institutions are among the biggest technology spenders<< (and technology firms themselves -- duh, right?) This is very true and something that we all should keep in mind. This will certainly affect the likes of IBM, EMC and others going forward -- but perhaps it is too early to consider such an impact -- maybe first of next year?

To: Cynic 2005 who wrote (7052)	10/6/1998 8:23:00 AM
From: Cynic 2005	Read Replies (2) \| Respond to of 86076

I think these analysts should be reading this thread more. So they can wake-up earlier. -g- <<"The manufacturing sector is on the border of an Asia-related recession," Mr. Sherlund said in an interview Monday. If manufacturers, who account for about 20% of technology spending, cut back, along with technology cutbacks by financial-services firms, which contribute 25% of technology spending, demand could begin to fall off, Mr. Sherlund explained. He predicted that as early as the first half of 1999, government data could begin to show a drop in the growth rate for technology spending.>> Since when Mr. HotDog has become such a vocal bull? <<As painful as that message was Monday for technology investors, however, some market pundits saw a ray of sunshine for the broader market. "I think we're completing unfinished business," said Morgan Stanley strategist Byron Wien. "The large-cap technology stocks were the only part of the market that hadn't really suffered. Now, they're suffering. Hopefully, it's a sign that we're at the end of the market's downturn," he said.>>