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Re: Rawnoc post# 187

Wednesday, 08/11/2010 8:52:16 PM

Wednesday, August 11, 2010 8:52:16 PM

Post# of 214
csco warned going forward alright, small amount. but i don't see why intt would march in lock step anymore than general market sentiment. there is a lot of market that intt is exposed to that csco isn't. csco was seeing "unusual uncertainty" and "unusual caution". sounded like the supplier delivery status indicating inventory is rebuilt to a good extent. i would say that the restocking bounce is over. now comes the real trend. 18% instead of 20%?

all we need would be a general agreement in congress to push back the bush tax cut expiration by a couple of years. that would remove some uncertainty.

"The American Republic will endure until the day Congress discovers that it can bribe the public with the public's money."
(Alexis De Tocqueville)

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