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To: Bill Harmond who wrote (42342)	2/24/1999 8:05:00 PM
From: HG	Read Replies (1) \| Respond to of 164684

Bill, How big an impact would you say this would have on CSCO ? Are you saying CSCO can again be cut in half (HELP ME GOD!)...gulp... HG

To: Bill Harmond who wrote (42342)	2/24/1999 8:07:00 PM
From: fedhead	Respond to of 164684

If this is solely a bond market issue we might be presented with some great buying oppurtunities in the days ahead. Cisco's fall in 1997 was also due to product transition issues / plus rumors of cisco killer Juniper networks and Ipsilon having high end routers which would squash cisco in the marketplace. I remember that summer very well. Both 1994 and 1997 were great times to load up on Cisco. The fact that AMZN and YHOO are well off their highs might mean that downside is limited from here. This volatility is making me sick. Thanks Anindo

To: Bill Harmond who wrote (42342)	2/24/1999 8:18:00 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

William, >> Long-term interest rates are the key external discounting variable for a stock's future earnings stream. As long-term risk-free rates go higher the change causes the future earnings from stock to become less valuable. << I only meant to say that the exact amount of future earnings of amzn is so uncertain that I can't accept that as a reason for any price action. Perhaps we should ask Happy-girl, or Sonny, or Jan, or anyone whether they took the discounted earning stream into consideration when they sold. Two million shares were sold at at loss after they were purchased a few minutes before. These people don't care about any earnings, they just wanted to be on the winning side of a short squeeze.

To: Bill Harmond who wrote (42342)	2/24/1999 8:50:00 PM
From: Wizard	Respond to of 164684

>>CSCO, AOL 'Neither declines were company-specific.' that is going a little far on the simplistic side. Cisco had the painful stock transition in 1994 from hypergrowth to just growth and then the top-line reaccelerated. The company didn't blow up but in general, the move from hypergrowth to growth is a painful one. AOL had less problems. Their problems were that they were growing too fast and couldn't keep up on the infrastructure side and their accounting was just god-awful. I'm long both YHOO and AMZN and although AMZN does have a major decceleration coming in March top-line sequential growth, I think its discounted below a hundy ($100). YHOO's story is clean and I look forward to some decent relative performance around the March 4 analyst meeting.