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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Bryan who wrote (24942)	11/9/1999 3:21:00 AM
From: 2MAR$	Respond to of 108040

INPH maybe undervalued... CSCO reporting tomorrow & JNIC poised to make a run back into double digits, it's showing strength now. <Why not cash in JNIC and jump on the next SAN play? > I don't think so, not cashing in JNIC just yet for INPH, you don't fight the tape. Owning ZOOX, and watching it poised to break thru to the next level, too. Tuesday's big earnings report comes from our networking leader Cisco Systems (CSCO), which reports its fiscal first quarter after the markets close. The Street is looking for operating earnings, excluding charges, of 23 cents a share. Unofficially, investors may be disappointed if Cisco doesn't beat the estimate by a penny, but Cisco hasn't disappointed in a long time. Analysts also expect Cisco to make its fullest forecast on how the Year 2000 problem will affect sales, although whatever impact Cisco feels from Y2K is expected to be short-lived. I look for JNIC to be your "real" Fibre-channel/ San play...JMO the hardware networking guys are really get hot 2-morrow, and B2B? WOW------>CMRC! That news with GMC last week was the catalyst and way to compelling. Traders should not have short memories, or stay focussed on just too few issues. will keep an eye on INPH... mars