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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.11+0.9%3:59 PM EST

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To: FESHBACH_DISCIPLE who wrote (42745)11/6/2000 9:19:21 PM
From: Peppe  Read Replies (2) of 77400
 
agree with chambers i just think their margins have come down and they haven't fessed up to that yet.

How long have you been following CSCO ? Chambers has been warning the street for years that margins would erode slowly.

I can understand the bears wanting to find -ives about these earnings. Reality is they are defying market dynamics that we are all used to in growing this fast. Their guidance simply blew me away.

CSCO and NASDAQ will both rock tomorrow. Hope the shorts covered...

peppe
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