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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.19-0.1%Jan 16 9:30 AM EST
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To: GVTucker who wrote (67788)5/6/2005 3:45:11 PM
From: Lizzie Tudor  Read Replies (2) of 77400
 
really? Well I must admit, I don't keep up with the analyst calls on infrastructure anymore.

I did see the smith barney call on Cisco's current quarter which was down (posted earlier on this thread). Also there were some downgrades on other infrastructure stocks lately.

So SB is out on a limb then and everybody else is raising estimates? The market sure isn't reflecting that. At least we have strength in the core drivers of internet infrastructure being google and yahoo.
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