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


To: Satr who wrote (13929)6/5/2001 12:08:05 AM
From: Jorj X Mckie  Read Replies (1) | Respond to of 15481
 
CSCO's strength is in the enterprise, my understanding is that CSCO is seeing some pick up in activity in this area. Further, since the market is forward looking, I am not sure that the situation with the SPs today is as relevant as what it will be in 6 months. With more interest rate cuts, I can see how there would be more capex spending. With all of that said, the current slowdown in SP spending does make it tough to be overly bullish.