P&S and STO Death Blow's Message Board

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Strategies & Market Trends : P&S and STO Death Blow's

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To: h8_2_b_l8 who wrote (13941)	11/6/2002 5:38:28 PM
From: t2	Read Replies (3) of 30712

$12.60's now. What a turn of events. I would not bet on that price tomorrow after the open. It dropped significantly on the book-to-bill discussion; was less influenced by the guidance for next quarter. Cisco says policy of not giving book-to-bill---last quarter was an exception. Apart from that, it seems like a good report to me and stock should be heading up assuming market overall does not tank. It all depends upon how aggressive traders have been on this stock on the long or short side. Looks like a slightly down day tomorrow if at all; most likely to be up, imho. Cisco's longer term story is going to be the key for most "investors"--mutual fund types. That story seems quite positive. I call it a mini-Microsoft since they seem to be heading to monopolize certain segments, which explains the big jumps in gross margins. jmho

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