Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (11161)	4/19/2002 3:50:30 PM
From: Logain Ablar	Respond to of 57684

No from my fuzzy memory the CSCO CFO indicated this quarter was on track (but this was a few weeks ago) and next quarter (they are on a fiscal like ORCL) is normally challenging. Yea you can't go by traditional patterns at all. Not much life if its related to telecom. I expected software to lead this recovery but it doens't look that way. Maybe next year if the consumer doesn't pull in the purse strings.

To: Lizzie Tudor who wrote (11161)	4/19/2002 10:42:09 PM
From: schrodingers_cat	Read Replies (1) \| Respond to of 57684

Hi Lizzie! What do you make of all these warnings from the software biz? Everybody has got hit, even MSFT and IBM. How did that happen? I'm thinking that these quarters are back-end loaded, and maybe something happened in the last two weeks of March to scare CEOs and stop the deals getting done. Or is this something to do with Enron? People finding out that they can't fudge the numbers anymore? What do you think?