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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Sully- who wrote (13154)11/9/2000 9:16:21 AM
From: Boplicity  Read Replies (1) of 65232
 
Here is another one to add to that list. 07:22 ET Power-One (PWER) 57 5/8: In response to rumors that company's largest customer, Cisco (CSCO), was canceling or delaying orders, designer of power conversion products confirms that it has seen no slowdown in the order rate or sales during the past week. Company says it expects Q4 sales to Cisco to be at least 30% higher than Q3 sales to Cisco.

CSCO is humming along, they even raised rev. outlook. let them sell them down to 1 to 1.5 PE vs growth rate then start to pick them off.

Greg
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