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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Return to Sender who wrote (911)	8/2/2001 12:01:01 PM
From: Think4Yourself	Read Replies (1) of 95479

CSCO reports Tuesday. Expect the media and analysts to hype any positive statements while downplaying the negatives. That will likely involve ignoring revenues/earnings, ignoring the drop in low end and midrange sales, and highlighting the high end sale trends. It will be a great shorting op as JNPR is currently beta testing a new router that will destroy those trends when it comes out. Right now CSCO pretty much has an advantage in high end so they darn well better see improvements there! Pisani hyping semiconductors again. Every 10-15 minutes, just like clockwork. "Oh, look how fast these guys are rising!"

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