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

To: bambs who wrote (41491)	10/25/2000 10:57:52 PM
From: t2	Read Replies (1) \| Respond to of 77400

do you think CSCO's revenue will come in light this quarter or will they have to lower guidance for the next? If yes, what do you think csco could gap down to? Is a 20-25% gap down out of the question? The way I see it; the revenues are the key for most companies. Not too many people care whether a company meets or exceeds by a penny or two. They are all looking at revenues. Based upon the bullish comments I have seen in his TV interviews, I think they will beat revenues. Watch the interview(s) tomorrow and you should be able to guess by Chambers body language and comments. He knows that everyone is now looking at his revenues and outlook and not current EPS. If he is positive, I don't think this stock can go down and if the Naz starts moving up, it will lead it this time, IMHO. I think it may be a big factor in a Nasdaq rally. While NT went up and then down over the summer, Csco has gone only downward. Could bring in the crowd that focussed on optical (including optical). October is almost over and it has been a bad one. Feels just as bad as 1997, 1998. My feeling is that the Naz rallies big by tomorrow afternoon and November. Enough value plays exist in tech for value fund managers to start buying the sector and that could help the market into a rally mode. I don't agree with your disaster for the Nasdaq scenario but we shall see. I hope I am right this time.<g>