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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (13147)11/9/2000 12:17:39 AM
From: Sully-  Read Replies (2) of 65232
 
Greg,

I find it odd that CSCO, JDSU, EXTR, SDLI & others give great forward guidance when they reported & some reiterated their positions in analysts meetings after their reports..... yet, we have these analysts, who now do not have any access to inside info from these companies, are running around saying the sky is falling & the end is neigh.

Call me stupid, but who is going to know better if demand is increasing or even backlogged due to excess demand....... the company.... or chicken little?

Something just doesn't add up.

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