| CSCO, guidance, short term visibility more difficult than ever, maybe bottom in the next 1-2 qtrs., assuming that the Fed cuts more and we get tax cut, and the CAPEX spending picks up, still expects to see bankruptcies, ASP close to a bottom in the next couple of qtrs. or (years) LOL, CAPEX budgets tough, ENT. side under pressure in the short term, valleys will be much lower in this economy, 4th qtr. specific guidance revenues - flat to down from 3rd qtr, gross margins low 50% range, investors should use conservative 20% growth rates for CSCO, but 30-50% rate is possible in the (future). No 02 guidance. |
