Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (6450)	4/16/2001 7:23:54 PM
From: Mark Fowler	Respond to of 57684

Yes i was talking with my guy about this, futures held up good. But i would not buy Csco right now. I suppose you noticed the internets. Yhoo! ...Go IIX; keep an eye on it.

To: Bill Harmond who wrote (6450)	4/16/2001 7:28:30 PM
From: Wizard	Read Replies (3) \| Respond to of 57684

I listened to the call and while this quarter is 'off the charts' bad, at least the new revenue base has now been set. First Boston was modeling -23.6% and they preannounced -30%. They were modeling +1.7% for next quarter and Chambers said 'flat to down'... Nevertheless, everyone knew CSCO had/has no visibility so at least now the new revenue base has been set and analysts can start crunching numbers off of it. The future of telecom is certainly at a crossroads as but because CSCO has now taken the sequential hit, the new (dramatically lower) revenue base at least represents real demand from real customers and not router orders from alternativeserviceprovider#59.com...