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


To: Herschel Rubin who wrote (52486)5/8/2001 3:39:18 PM
From: Wyätt Gwyön  Respond to of 77400
 
what earnings momentum! there is even a "whisper number" of 5 cents. ROFLMAO!!!!!

15:30 ET Cisco Earnings Preview : Cisco (CSCO 20.41 +1.16) is expected to deliver a profit of $0.02 for the qtr, compared to yr-ago EPS of $0.14 (-86%); consensus estimate for revenues is $4.7 bln. For purposes of comparing company guidance to current expectations, mean numbers for the July qtr are $0.02 and $4.34 bln... Hearing that the EPS whisper number for this evening's report is as high as $0.05 vs $0.02 consensus.



To: Herschel Rubin who wrote (52486)5/8/2001 3:45:09 PM
From: GVTucker  Respond to of 77400
 
But wait, what if the market sees that the bad news that the good news of the "bad news is already priced in the stock" is already priced in the stock?

I prefer to make up my own mind of whether the stock is expensive or cheap. I don't care what number the analysts expect, I don't care what they say on CNBC. Then, if the market happens to disagree with me in the short run, take advantage.



To: Herschel Rubin who wrote (52486)5/8/2001 3:50:35 PM
From: Ed Forrest  Respond to of 77400
 
There be a relief rally on the CSCO earnings report if earnings or forward comments are good

I'll stick my neck out.

Could see 22 afterhours with a drift by tomorrows close to the 19s.

Cheers



To: Herschel Rubin who wrote (52486)5/8/2001 4:08:44 PM
From: Yaacov  Respond to of 77400
 
Heschel

All depends on what Chambers has to say! In any case, even if CSCO rallies, one has to consider that the stock has come up too fast, despite bad news on economy and not-wery-upbeat comments from Chambers! We may see some light at the end of tunnel by Oct. and that doesnt justify any further rise! I own CSCO and I am sitting tight, for now!

Yaacov