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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (78744)12/15/1999 8:43:00 AM
From: PhilC  Read Replies (1) | Respond to of 90042
 
CSCO - Panic over - the "news" was from a stock line in their last 10Q (I think it's in every CSCO 10Q).

Holding CS and CS DEC calls and NOTHING ELSE!



To: Tim Luke who wrote (78744)12/15/1999 9:07:00 AM
From: Bryan  Read Replies (2) | Respond to of 90042
 
Tim,
Do you anticipate any long-term ripple effects from the CSCO warning on CS? Seems to me that because of the broadness of the statement, that Cisco was hinting of a slowdown in the broader market....not targeted at them (CSCO) directly. So where does this put others in the sector?

TIA,
B


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