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To: Jorj X Mckie who wrote (10765)5/8/2001 11:14:15 AM
From: Jeff Jordan  Read Replies (1) | Respond to of 10876
 
JMO, CSCO has worked very hard to lower expectations...Chambers is smart....he will be on CNBC after close to reassure the public just like he did when they warned....I feel the market needs a pullback but has been stubborn....remember what happened last time...they held pretty well on warning and the market went up....could be different this time unless they meet or beat by a penny....seems a little risky at these levels...what's it going to do go to 16's? I seriously doubt it.



To: Jorj X Mckie who wrote (10765)5/8/2001 2:40:28 PM
From: Poet  Read Replies (1) | Respond to of 10876
 
Hi Jorjie,

I think you're right about CSCO and the street will like the numbers. A pop to the mid twenties tomorrow would be a great cc-writing opportunity, and ATM's the way to go, IMO. You have it all figured out, Big Guy, and don't need me for anything.

I just took my lumps on NDX and OEX puts. The market wants up and I'm getting out of the way.


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