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

To: pat mudge who wrote (12612)8/10/1999 12:09:00 PM
From: ShenValleyBill  Respond to of 18016
 
Just established my initial position in NN. It's holding its own today. Now looking for the right time to go long on CMTO - any suggestions, Pat? Re: CSCO, earningswhispers.com shows the whisper no @.21. I doubt it moves much if it doesn't come in above that.
Regards, Bill



To: pat mudge who wrote (12612)8/10/1999 7:46:00 PM
From: Jules Shear  Read Replies (1) | Respond to of 18016
 
Looks like your wish re: C came out true. Revenue up/margins down...


Excerpt from Cisco Earnings
Gross margins, Cisco said, will continue to slide over time. For the fourth quarter, gross margin was 64.7 percent, down from 65.1 percent last quarter, squeezed by product mix variances and pricing pressure from competitors, the company reported.

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



To: pat mudge who wrote (12612)8/10/1999 8:34:00 PM
From: Michael M  Read Replies (2) | Respond to of 18016
 
Now that's the kind of forecasting I Like! Pat and Peppe both hit the bull's-eye re. Cisco results.

I am not making nearly enough money, nearly fast enough but I am damn proud to be following a thread with such brilliant contributors.

Maybe the Stock Fairy will leave a little something under our pillows while we sleep, tonight. Maybe a point. Maybe two. :-)


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