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Strategies & Market Trends : Sharck Soup
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To: DlphcOracl who wrote (21494)5/8/2001 6:58:44 PM
From: Sharck  Read Replies (3) of 37746
 
RE: CSCO, Just in, missed the CC, but from the sound of things on the threads, there really was not much there in terms of division wide growth. Chief competitor Nortel's ONLY positive growth sector was in its wireless division, so I suspect the 30% growth out look is also misleading as it may be division(s) specific. Nor do I believe that JNPR/JDSU (optical switches) Telcom (NT/LU) will sit back and not put up a fight for every single remaining customer out there, (there must be at least one customer out there LOL)... It is my humble opinion that we are in an overbought condition (again). NAZ has seriously failed 2200 resistance three times. I would anticipate another soft pullback before the next FOM.
Lata,
S
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