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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?


To: Johnny Canuck who wrote (36116)2/7/2002 1:15:28 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 68396
 
07:46 ET CSCO Cisco Systems: Comm IC beneficiaries of CSCO results (18.61) -- Update --
Lehman believes that CSCO's greater raw material consumption vs. purchases in the qtr suggests improved bookings ahead for Comm ICs such as ISIL in wireless LAN (see also 7:35 comment) and BRCM and MRVL in enterprise networking; VTSS (enterprise/storage exposure) and AGR.A (low valuation and storage/wireless LAN exposure) should benefit as well.