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To: Raymond Duray who wrote (11896)3/26/2001 9:50:38 AM
From: DaYooper  Respond to of 13572
 
My gosh Ray, bit of a negative mood today? Wrong side of the bed or didn't you sleep at all (noticing your posting times)? <g>

Do you see this Chambers forecast to be as accurate as the one he was offering last November?

The November forecast was based on trending data and projections. Like most CEOs he said business dropped off a cliff in November and December. Chambers is a straight shooter and he's giving us insight into his perception of current demand. Realize that CSCO is touched by most every information company's demand for additional infrastructure so he his able to monitor the pulse of the U.S. economy, and that of the other developed countries, from a unique vantage point. But then it's just his opinion, so you may take it or leave it. Me, I prefer to take it. Rory



To: Raymond Duray who wrote (11896)3/26/2001 6:06:23 PM
From: JRI  Read Replies (1) | Respond to of 13572
 
Hey Raymond.....Chambers' forecasts starting to look as accurate as those Federal budget projections....NOT! <G>