Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

4:00 PM EST

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To: Donald Wennerstrom who wrote (17889)	8/10/2004 6:03:09 PM
From: michael97123	Read Replies (2) of 95656

This will sound dumb Don. But i will put it out there anyway. CSCO beats eps and revenue. If they had matched the numbers, rather than beat they (csco) would be projecting 3-5% for next quarter over the lower prior revenue number (not 0-2). Bet this stupid market would have liked that better although over 6 month period it would be exactly the same. So maybe companies should hold back sales because the analytsts dont understand business. I know i am missing something but when i see a 14 million dollar projected shortfall on 6 billion + in sales causes an 8% drop from the close and i own the stock in question i must be stupid to begin with. Mike

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