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Technology Stocks : Semi Equipment Analysis

SOXX 337.35

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4:00 PM EST

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To: robert b furman who wrote (1852)	2/6/2002 8:55:05 AM
From: Return to Sender	Read Replies (1) of 95738

CSCO seems to have lit a fire under the market the last couple of quarters at least. Looks like they will do it again. Inventories have to be getting quite low throughout numerous industries. I think we will see an increase in semiconductor orders again this month when the btb comes out. It should be very interesting. story.news.yahoo.com Cisco Says It Will Exceed Targets Wed Feb 6, 8:43 AM ET SAN JOSE, Calif. (Reuters) - Computer networking firm Cisco Systems Inc. on Wednesday said it would exceed current Wall Street average estimates for second-quarter earnings per share and revenues -- a surprise disclosure made hours before the company is due to report quarterly results. The announcement came as the company said it inadvertently distributed to a large number of employees a statement about the company's performance in the quarter, ended Jan. 26. Cisco said the memo to employees stated that booked orders for products were $3.9 billion in the quarter, above an internal goal of $3.75 billion. In premarket trading, Cisco shares rose to $19.04 from a Tuesday close of $18.50. Cisco is scheduled to report financial results for the quarter after the close of business on Wednesday. Analysts on average expected Cisco to report a profit of 5 cents a share and revenue of $4.55 billion for the quarter, according to a survey by research firm Thomson Financial/First Call. "We felt that it was necessary to disclose this information publicly, given the broad internal distribution of the communication," Cisco Chief Financial Officer Larry Carter said in a statement.

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