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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.85

+1.0%

3:59 PM EST

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To: Catcher who wrote (20191)	12/29/1998 12:13:00 AM
From: MileHigh	Read Replies (1) of 77400

Catcher, Again, I do not have quantitative data to support my "opinions" (and that's all they are) but sooner or later WS catches on to the earnings estimate games DELL and MSFT play. They are notoriously conservative in their guidance. Therefore, WS now not only expects, but demands, that they crush the eps estimate. If they do not, down she goes.... It works for awhile and then, like you mentioned, people catch on... Regards, MileHigh

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