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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.2%

12:59 PM EST

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To: Helios who wrote (12535)	2/18/1998 5:24:00 PM
From: sepku	Read Replies (1) of 77400

>>>Actually that's a silly point. Turn it around and with CSCO reporting a month or two early for the next quarter and you have analyst using CSCO's numbers to help with their estimates of the other networkers earnings.<<< Come to think of it, it's actually an endless cycle. Using Craig's theory, even with CSCO reporting after the other networkers, tailoring its estimates would impact the networkers reporting next Q...which would in turn influence expectations for CSCO again, and so on. Besides, with CSCO as the dominant force in networking, it would hold the greatest weight for determining the health of the rest of the sector -- not to mention any negatives for the other players may be attributed to the direct result of CSCO gaining advantage(s). Style Pts.

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