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Strategies & Market Trends : Groundhog Day
QQQ 613.62-1.9%Dec 12 4:00 PM EST
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To: Augustus Gloop who wrote (3757)5/8/2002 1:15:46 PM
From: Jorj X Mckie   of 6346
 
CSCO had a book to bill of less than 1.0. That isn't an overly bullish tidbit. The fact that they won't give forward guidance is not bullish either. They are doing great at containing costs. That will be a big plus when the economy really does pick up. The surviving companies will be lean machines. There was a lot of waste in the 90s.

CSCO did trash the core router/Carrier market. I am surprised that JNPR is rallying at all.

I gotta run. Seeya all later today.
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