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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.02+3.3%3:59 PM EST
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To: Howard Feinstein who wrote (31636)2/1/2000 2:39:00 PM
From: Tony Viola  Read Replies (1) of 77400
 
Howard, Intel and EMC didn't give any forward looking caution. Microsoft did. EMC's problem, I think, was that when they did the pooling of revenues and profits of DGN, whom they bought last year, going back, the overall company growth looked smaller percentage wise. Intel was bullish except for seasonal slight down in 1Q, which is normal for them. The only stock I have that's had a "perfect" earnings report was LSI, and they came down some with the market.

Tony
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