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To: Road Walker who wrote (107194)8/8/2000 3:28:09 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, don't forget AMAT tomorrow. Dell is the one that worries me.

- Were they component supply constrained in the PC area?

- Spinning wheels in storage.

Pretty much have to have a Compaq-like story in servers to shine, IMO. Could Compaq, and DELL both have had a +40% YOY quarter improvement?

Hopefully, I'm just being paranoid.

I think you need another factor in your # of posts equation. If the stocks move the same, zero posts? LOL

Tony



To: Road Walker who wrote (107194)8/8/2000 4:35:16 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John, one down (actually up), two to go.

I wonder if Cisco will ever "do" earnings? I mean with 60+% YOY REVENUE increase, you'd think they'd cream the earnings forecast. I know, Chambers and gang update the analysts maybe daily, but still. Not complaining, just kind of shaking my head. Are you listening to the CC?

Tony


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