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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (7956)	11/26/2001 8:46:42 AM
From: Softechie	Respond to of 99280

It seems like more brokages are pumping Cisco lately. This one is held by many funds. I wonder they're doing the "pump-n-dump" game here. Dell'Oro Ethernet Mkt Revision : Morgan Stanley reports that Dell'Oro Group revised lower their industry ests for Ethernet switching mkt in CY02, to 2% growth from 16%; cites lack of upgrade cycle and negative macro economic forces. Morgan Stanley believes industry growth should be 2-8% growth in CY02, and that CSCO (19.59) should grow faster than rivals via mkt share gains.