CSCO is the NASDAQ version of the DOW TRANSPORT, and we are seeing recovery break out high there right now. Of course its customers, but how will we know when C-U-S-T-O-M-E-R-S start BUYING again, only by book to bills, or by earnings and upgrades to companies like CSCO. I see the first to recover to be STORAGE, LIFO last in first out, LOFI, last out first in, it just follows the distribution model for the techs which even Gates and company at MSFT suggest is going to be a DOT NET WORLD, I suggest it will be a WIRELESS DECENTRALIZED DEMOCRATIC INTERNET WORLD, and that means PALM OS devices wireless with storage by the likes of NTAP across an upgrade and improved internet. They are all buying opportunties right now.
I am,
Truly your$,
-Crystal Ball |
