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Strategies & Market Trends : The Amateur Traders Corner

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To: Paul A who wrote (15698)	11/6/2001 8:21:42 AM
From: Tom Hua	Read Replies (5) of 19633

Paul, I got out of EPIQ. Shoulda stayed short but the slow movement bored the heck outa me. Poll: 2 for 0 bp 16 for 25 bp 16 for 50 bp 08:18 ET Cisco Systems (CSCO) 17.90: -- Update -- Salomon Smith Barney raises estimates for FY02 to $0.23 from $0.16 and FY03 to $0.40 from $0.32. New price target of $23 is based on multiple of 40-45x calendar 2003 earnings or roughly 2x expectations for CSCO long-term growth of 20-25%. 07:57 ET Walt Disney (DIS) 19.16: Goldman Sachs downgrades to MKT PERFORM from Mkt Outperform based on anticipated decline in fiscal 2002 earnings and lack of a sustainable near-term catalyst; valuation remains unexciting. 07:52 ET Robbie on Comm ICs : Robertson Stephens comments on the implications of Cisco's earnings for comm IC stocks such as AMCC, BRCM, PMCS, etc: says that while inventory levels have peaked, the resumption of sustained sequential revenue growth could be more prolonged, and as a result, would not be surprised to see a pullback in these stocks after the initial exuberance of Cisco's results have been digested. Regards, Tom

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