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.

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

To: Ibexx who wrote (51651)	4/17/2001 2:49:11 PM
From: Jacob Snyder	Respond to of 77400

re: Market seems to be expecting very negative numbers from INTC and TXN. We are seeing a pattern, just this month, where bad news is being ignored in techs. NTAP says EPS is going to be 1/10 of expected, and the stock is flat. Semis cut capex, and the semi-equips are flat. CSCO announces immense charges, and the stock isn't anywhere near setting new lows. And JNPR is up from 30 to 50 recently, I guess investors are hoping they will be immune to what's happening to every other company in their sector. WCOM bottomed last December, although I haven't heard anything good out of any telco service provider in 2001 so far. I'm betting that this is just a bear rally, but it is impossible to know how high and how long the bear rally will last. And I could also be wrong about this being a bear rally, if we get the "V-shaped" recovery, like in 1998.