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

To: DebtBomb who wrote (62938)	5/7/2002 1:33:21 PM
From: t2	Read Replies (1) \| Respond to of 99280

Dale, Which analyst was Faber talking to regarding Cisco? I missed the interview. No kidding they have to guide down; if they don't, no one will believe them anyways. Corporate IT spending slowdown is what will hurt them; in the past it has saved them compared to others like NT, LU, CIEN

To: DebtBomb who wrote (62938)	5/7/2002 1:34:12 PM
From: Softechie	Respond to of 99280

Ficking CRISCO will have reverse splits...they ain't spending like 95-00 again...

To: DebtBomb who wrote (62938)	5/7/2002 1:41:52 PM
From: augieboo	Read Replies (1) \| Respond to of 99280

Dale, was it that guy from Sanford-Bernstein? (Sawalla?) Anyhow, he was on earlier this morning, and said CRISCO is now toast relative to some other networkers because of their reliance on corp IT spending. He says networkers who sell to ISPs and such will be in better shape going forward because there is demonstrated need for upgrades in that area, (bottlenecks and such), and because most of those companies have only spent a small amount of this year's IT budget. He likes LU and a couple others I can't remember. As to CSCO, he says he can't see them having anything good to report given that their entire sector has had a sucky quarter. That's all I remember, augie