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Strategies & Market Trends : Guidance and Visibility

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Nov 11 3:59 PM EST

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To: 2MAR$ who wrote (7564)	7/19/2001 6:12:18 PM
From: Smart_Money	Read Replies (2) of 208838

09:41 ET SUNW/CSCO Talk : Sources at Banc of America Securities telling us that one of their analysts commented this morning that Sun Micro (SUNW 14.66 +0.67) and Cisco (CSCO 17.82 +0.67) told contract manufacturer Sanmina (SANM 18.40 +0.59) to prepare to ramp production in Q4. Yea RIGHT! this kind of reporting should be taking with a grain of salt giving that it came out during earnings season. And the CEOs who are reporting that things are getting better are blowing smoke.

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