between 5 and 30, (very small grin....)
I have gotten less and less sure of my predictions, all this year. The numbers on CSCO have gotten a little clearer, but there is still a massive amount of uncertainty, due to:
1. macro picture
2. are all the charges out now? (unlikely). And, if we get more charges, could they be several times what we now think they could be? (possible, unfortunately).
3. can Cisco develop products internally, now that they can't buy their product pipeline?
Ok, if I have to pick a number, I'll guess we get a recession, most of the charges are out, we don't get any more extremely unpleasant surprises out of the company, and we end 2001 at 13.
While you're at it, you could post our previous guesses on the low for this year. Ought to make an interesting (and humbling) comparison, to see the two lists side by side. |
