Dave Gore's Trades That Make Sense Message Board

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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: Dave Gore who wrote (6809)	5/7/2002 7:11:41 PM
From: Stephen	Read Replies (1) of 16631

Dave, re CSCO ... I see the numbers .. I read the comments about their various buisness segments - and they really don't jive... and the 63% margin ... its almost funny. That's why the market is just a game ... Chambers says the qtr was a home run ... but there's nothing there to suggest that ... the only thing I can think of is that everyone thought the quarter would be horrendous.... and this beats that expectation. But I still think CSCO's strength is in its accounting methods ... Best regards Stephen

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