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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Michael M who wrote (12610)8/10/1999 11:50:00 AM
From: Peppe  Respond to of 18016
 
Michael,

any thoughts on what they might report today?

CSCO will more than likely report earnings one penny above estimates. There has been no pre-announcements or hints of anything unusual and most MMs covering CSCO are expecting this as well.

What everyone will be watching is margins and DSO, but in general, the CSCO earnings should be positive for the industry.

As for NN, it's trading very close to its support, having bounced off of it all week. I'd be comfortable adding NN at these levels, based on a bagged quarter and steady results from CSCO, the networking bellweather.

All IMO, of course. Good luck on the house.

Peppe



To: Michael M who wrote (12610)8/10/1999 11:57:00 AM
From: pat mudge  Read Replies (3) | Respond to of 18016
 
Michael --

I hadn't put together the FOMC and NN announcements, but I suspect any raise in rates will be factored in before then. On the NN front, I don't think there's any earnings upside built in yet.

As for Cisco's earnings, I'm hoping they have stellar revenues --- indicating a strong sector --- and lower margins --- indicating competitive pressure.

When it comes to dreams, there are no limits. :)

Heck, order marble!

Pat


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