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Strategies & Market Trends : The New Economy and its Winners

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To: Mark Fowler who wrote (8034)	7/29/2001 12:09:59 AM
From: techanalyst1	Read Replies (1) of 57684

John Chambers stopped the doom and gloom. He was a good indicator for me in November that things were getting worse... much worse than the market thought they were. He's not out singing "happy days are here again", but maybe, just maybe he's got some reason to think things aren't getting worse. What's good for csco is good for it's customers and suppliers and maybe they can mean biz software purchases will follow. Wireless sector looks like it might be bottoming out. Hoping for good news from csco. I don't think the market can take another big tech disappointing after IBM and Msft already had to guide down. They report on Aug. 7th. I sure wouldn't want to be caught short if they happen to have some good news. TA

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