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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (8209)8/7/2001 9:02:54 PM
From: Mark Fowler  Read Replies (1) of 57684
 
Bill here's another analyst report from 7/30 0n Csco

CSCO downgrade...by Mahler said Cisco's stock price has held up or even increased in recent weeks on the back of expectations of a recovery in the second half of calendar 2002.

However, such expectations are not based on analysis as much as on hope that Federal Reserve interest rate cuts will soon have a positive impact on the economy and large corporate customers will start spending again on information technology communications toward the end of the year, Mahler said.

``We believe that investors will be disappointed as to the speed of the reversal of the current cycle,'' she said.

Mahler left her earnings estimates for fiscal 2001 and 2002 unchanged and set a fiscal 2003 estimate of 35 cents a share, saying this assumes a steady recovery.
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