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

To: farkarooski who wrote (63344)	5/7/2002 7:16:57 PM
From: augieboo	Read Replies (6) \| Respond to of 99280

zetazeta or somebody, help me with this CSCO sh!t. 5:36pm 05/07/02 [CSCO] CISCO CEO SEES Q4 REV FLAT W/ SLIGHT UPWARD BIAS VS Q3 Translation: We aren't growing for the next three months, and we don't have any idea beyond that. 5:36pm 05/07/02 [CSCO] CISCO CEO REMAINS CAUTIOUS ON ECONOMY Translation: We're buying gold and shotguns. 5:26pm 05/07/02 [CSCO] CISCO CEO: Q3 HIGH-END ROUTER ORDERS DOWN 10 PERCENT Then I guess JNPR is really dying, unless of course the stories about CSCO eating JNPR's market share were made up by Smiling John et al? 5:22pm 05/07/02 [CSCO] CISCO CEO SEES Q3 'MAJOR DECREASE' IN OPTICAL BUSINESS Oops. Oh well, analog over copper was good enough for Alexander Graham Bell, why would anybody want anything better? 5:18pm 05/07/02 [CSCO] CISCO CEO: ENTERPRISE ORDERS IN U.S. FLAT IN Q3 VS Q2 THis is exactly why the guy from Sanford Bernstein predicted CSCO's quarter had to suck. 5:17pm 05/07/02 [CSCO] CISCO CEO: U.S. SERVICE PROVIDER REV DOWN DOUBLE-DIGITS Okay, now I'm really confused. If enterprise business sucks, and service provider business sucks, then where are the revenues coming from for this "HOME RUN QUARTER?" 4:58pm 05/07/02 [CSCO] CISCO Q3 BOOK-TO-BILL RATIO UNDER 1.0 Translation: Next quarter already sucks.

To: farkarooski who wrote (63344)	5/7/2002 7:23:13 PM
From: LTK007	Respond to of 99280

good post zz , and i emphasize immediately these bits <<5:39pm 05/07/02 [CSCO] CISCO CFO SEES Q4 OP-EX FLAT TO DOWN SLIGHTLY VS Q3 5:38pm 05/07/02 [CSCO] CISCO CEO SEES SEASONAL ORDERS IN Q4, UP 5% VS Q3 5:36pm 05/07/02 [CSCO] CISCO CEO SEES Q4 REV FLAT W/ SLIGHT UPWARD BIAS VS Q3 5:36pm 05/07/02 [CSCO] CISCO CEO REMAINS CAUTIOUS ON ECONOMY >> if investors get in a bull heat over that, they simply have some voided areas in the Cerebrum.:)