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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: jjstingray who wrote (31697)2/21/2002 12:27:12 PM
From: orkrious  Read Replies (2) of 99280
 
From TSCM

Herb Greenberg
csco
2/21/02 11:25 AM ET

Careful about jumping to conclusions that the NYPost story is pushing Cisco down. The more likely reason is what Lehman analyst Tim Luke is telling his clients today: That during a bus tour to Cisco with other anlaysts, Cisco CEO John Chambers reiterated 3 times in 1 hour that visibility is tough and that strength seen the last few months has softened. So much for comments a few weeks ago that things are improving.
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