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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (45162)	4/5/2001 9:04:54 PM
From: Ian@SI	Respond to of 70976

The news on earnings this quarter is out Not quite, CSCO still has to warn, talk their numbers down, or miss the current estimate. Further I don't expect full year guidance from any of the CEOs/CFOs during this Qs conference calls. Even though their sales force have promising prospects, the senior management team doesn't trust the data. Thus it won't be used to give forward looking guidance. I suspect that the numbers that the analysts are now putting in place or have recently put in place will probably be beat especially in 2Q and 4Q which are traditional up quarters. All in all, we will continue to live in interesting times. Ian.