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Strategies & Market Trends : Guidance and Visibility

AAPL 255.48

-1.1%

Jan 16 3:59 PM EST

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To: Jorj X Mckie who wrote (62972)	7/28/2002 3:53:42 PM
From: t2	Read Replies (2) of 208838

Jorj, While you are on the subject of Cisco. What do you see happening going into earnings on this stock? In May, the last earnings report, it fueled a huge short term rally after the report. Could it happen before earnings this time? As of a couple of weeks ago, some analyst was talking about how all their checks suggested Cisco is having a strong quarter...they saw no weakness in their business. That goes against what most other tech companies were seeing in that time. Maybe it is just the fact that they have little competition away from telecommunications area? However, this time around, I can't image their guidance and projected growth rates to be "bullish"...even if the current quarter went well. ...so resulting in a Naz rally for a couple of days ahead of earnings and then a sell on the news. Earnings out August 6.

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