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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (13154)	11/9/2000 2:19:54 AM
From: Dalin	Respond to of 65232

yet, we have these analysts, who now do not have any access to inside info from these companies, are running around saying the sky is falling & the end is neigh The analysts can't get the inside scoop anymore. Thats the problem..... :0) D.

To: Sully- who wrote (13154)	11/9/2000 9:16:21 AM
From: Boplicity	Read Replies (1) \| Respond to of 65232

Here is another one to add to that list. 07:22 ET Power-One (PWER) 57 5/8: In response to rumors that company's largest customer, Cisco (CSCO), was canceling or delaying orders, designer of power conversion products confirms that it has seen no slowdown in the order rate or sales during the past week. Company says it expects Q4 sales to Cisco to be at least 30% higher than Q3 sales to Cisco. CSCO is humming along, they even raised rev. outlook. let them sell them down to 1 to 1.5 PE vs growth rate then start to pick them off. Greg