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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Oral Roberts who wrote (7909)4/16/2001 6:04:12 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 15481
 
actually, in PMs I have said that very thing. I do believe that Chambers is looking at this as an opportunity to start off with a clean slate. And then he can aim low and start beating the number and surprising wall street again and the stock will jump. I know that they are expecting the enterprise market to recover before service provider and they are expecting that soon. However, I do believe that it will take a long time before CSCO is the trusted wall street darling again...if ever.



To: Oral Roberts who wrote (7909)4/16/2001 6:04:50 PM
From: AugustWest  Respond to of 15481
 
Here's what I've heard from Steve Frank(I didn't listen to the call)

Q3 EPS low single digits
2.5B inventory write down
Still have 1.6B inventory
30% decline in revs YOY(?)
Warning Q44.23B VS. 43.5B est.


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