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Strategies & Market Trends : Sharck Soup
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To: Goodale who wrote (21499)5/8/2001 7:50:13 PM
From: DebtBomb  Read Replies (1) of 37746
 
Cisco Systems (CSCO) 20.61 +1.36: -- Update -- Q&A dragging on
without any new revelations. It's amazing how little we learned on this call:
guidance for the Jul qtr didn't change, there was no useful guidance for
FY02, and there were indications that both the enterprise and service
providers businesses were still declining. In short, no new bad news, but
perhaps more importantly, none of the recent hints of good news on the
enterprise front were validated by Cisco. It looks like we're in for another
quarter of waiting, with few positive catalysts. Stock remains lower after
hours at 19.75.
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