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


To: The Phoenix who wrote (47144)1/19/2001 5:17:54 PM
From: Paul Reuben  Respond to of 77400
 
So, what if CSCO doesn't lower guidance??? Then what???

Then we hit $31 again<g>!!!

That's the kind of market this has been. Six weeks ago Chambers reaffirms guidance, we got spanked. A week ago he proclaims uncertainty, we barely got nicked.

Hey, where can I buy an inexpensive dartboard?

:O)



To: The Phoenix who wrote (47144)1/19/2001 5:18:21 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 77400
 
I don't believe that CSCO will guide down. I believe that with JNPR's guidance, it would be akin to admitting defeat. Besides competition at the product level, I think that there is a competition for investor perception.

If that is priced in, I suspect that we may see an enthusiastic rally as we approach earnings on Feb 6.