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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: Bob Kim who wrote (29020)11/4/1999 7:27:00 PM
From: Jean M. Gauthier  Read Replies (3) | Respond to of 77400
 
I think there is an EXCELLENT chance they will miss, and I am a CSCO perma-bull.

1- Chambers comments, about an "enterprise slowdown"

2- the Subcontractor thing, MMCS ? saying orders from CSCO are down...

Better than 50% they will miss, or at least, have the unearned revenu slowdown that MSFT reported, and got socked for it.

JMHO of course,

Read to buy big time, options and LEAPS and stock on tuesday or wednesfay

take care
Jean

Mark my words, great chance they will miss



To: Bob Kim who wrote (29020)11/4/1999 10:23:00 PM
From: RetiredNow  Respond to of 77400
 
Yep. You sure are right. It all hinges on how Chambers can handle the Y2K concerns. Hopefully, he keeps everyone focused on the following year and not the near term.