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Strategies & Market Trends : Guidance and Visibility

AAPL 268.42

-0.5%

Nov 7 9:30 AM EST

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To: Smart_Money who wrote (42938)	2/6/2002 7:09:41 PM
From: Dave Gore	Read Replies (1) of 208838

You know, CSCO really executed well. Really well. I just heard Chambers on CNBC and I can't think of a much better report than they gave. Sure, they was a little hesitancy in visibility but 14% after tax profit and improved margins of 4.5% in one quarter is petty phenomenal. Plus $21 billion in cash. If CSCO doesn't rise tomorrow, than I am pretty sure the techs don't have much hope for awhile.

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