Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Howard Feinstein who wrote (31636)	2/1/2000 2:38:00 PM
From: The Phoenix	Respond to of 77400

Howard, I'd be more concerned if other networkers were having difficulties. Ummmm..let's forget about the LU fiasco...and uh...the NT numbers...uhh.... um, hmmm. Nevermind. <ggg> Perhaps CSCO is taking market share from everyone. INTC - off due to slower than expected growth in non-PC segments - new markets for them. Nothing to be overly worried about. MSFT - off due to delayed purchases with Win2000 coming... perhaps this also affected INTC?..although Microprocessor and motherboard revenues were records. OG

To: Howard Feinstein who wrote (31636)	2/1/2000 2:39:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 77400

Howard, Intel and EMC didn't give any forward looking caution. Microsoft did. EMC's problem, I think, was that when they did the pooling of revenues and profits of DGN, whom they bought last year, going back, the overall company growth looked smaller percentage wise. Intel was bullish except for seasonal slight down in 1Q, which is normal for them. The only stock I have that's had a "perfect" earnings report was LSI, and they came down some with the market. Tony