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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (50307)8/9/2001 10:31:34 AM
From: michael97123  Read Replies (1) | Respond to of 70976
 
Re: Chambers
He is also fighting a cut throat battle against the competition as well. I view cisco as a month or two behind intel in terms of visibility and therefore the bottom should be in at least in terms of business if not stock price. But even with all that said, the next few days may be gut wrenching for us long termers. The bears, with a little help from their visibility starved analyst friends, have us on the run. I guessed last night that a half pointer from the Fed may serve as much needed medicine at the next Fed meeting. Everyone thinks i am crazy with that one, but with the slump becoming world wide, a potential crisis looms and only the US can drive us(the world) out of it. Mike