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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Ramsey Su who wrote (57804)8/5/2000 11:03:49 PM
From: el paradisio  Respond to of 99985
 
Ramsey, I have no doubt,that CSCO should deliver better than the estimates. However the Street may sell a good earnings...
If that will happen...selling may spread like an infection...

To sustain the revenue growth of 50%, will be difficult...the best brain from CSCO is in JNPR now.
As probably you know...CSCO grow is coming from mergers.
They are very smart...they've bought many good "guys" and merged them successfully.
Not like WCOM...jumping on big FON.
CSCO is a MASTER in invisible mergers...
el