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

To: GVTucker who wrote (42852)	11/7/2000 10:45:03 AM
From: The Phoenix	Respond to of 77400

GV, Well, he suggested slowdown in spending.. and other analysts are singing the same tune now. Trouble is it is apparently having no impact on CSCO.. or ALA.. or NT.. or JNPR... CSCO goes as far as to increase forward guidance. What do the analysts say. "Oh, CSCO doesn't know what they're talking about.. there is still a capex problem". Sagawa is a joke "CSCO doesn't have the forward visibility". So, he saying CSCO is making a calculated error in increasing forward guidance.... that he knows more about capex in the market than CSCO's management. Sure.. right... I believe that. OG