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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

Dec 18 4:00 PM EST

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To: Donald Wennerstrom who wrote (6704)	11/6/2002 5:56:15 PM
From: Donald Wennerstrom	Read Replies (1) of 95610

I have been listening to the CSCO conference call and watching the after hours prices at the same time. The call is still going on(more than 1 hour now) but I heard a couple of things. First, revenue for next quarter is estimated to be flat to down 3 to 4 percent, and the BtB was less that 1(for the quarter I think, but it could be the past month). As soon as those words were spoken, the AH trades started coming down in price substantially. I just checked the futures and they are down compared to up a little right after the market close. cme.com Don

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