Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: Chris who wrote (13723)	8/3/2001 12:01:48 PM
From: Challo Jeregy	Read Replies (1) of 52237

good morning Chris and all. re csco - did you see this on the metamarkets site? Break-In Aug 3 9:21AM ET Segawa Don Luskin>> Segawa's call on Cisco this morning will be interesting -- because it will be the first chance to test whether this high-profile top-caller can get it right twice in a row. I think he's right, actually, that Cisco won't give much bullish guidance. But I think he's wrong about the effect of that on the stock's price, because no one is expecting very much bullish guidance to begin with. Don't forget, Segawa may be a perfect forecaster of the business statistics, but get the stock pricing part of it totally wrong. I think what the market wants to see out of Cisco now is market share gains and margin gains. If it can show that it is using the opportunity of the downturn to steal market share without killing itself, it will be huge. metamarkets.com

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