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Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (3685)5/7/2002 8:54:10 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 6346
 
I will need to listen to the call tonight. I must admit I assumed they had good numbers based on the ah performance but lately thats been a false profit. They did good on the GMs though, I can see that. Looks like still no business from carriers - do you happen to know what the traditional carrier vs. enterprise mix was for cisco in the bubble? (or even last year)

I think this report is ahead of the whisper numbers which were probably dreadful, thats the reason for the rally.
L



To: Jorj X Mckie who wrote (3685)5/7/2002 8:58:29 PM
From: Petrol  Read Replies (1) | Respond to of 6346
 
<<Cisco's numbers weren't *that* good. >>

Just like they're rearranging the chairs on the Titanic



To: Jorj X Mckie who wrote (3685)5/7/2002 9:28:11 PM
From: mph  Read Replies (2) | Respond to of 6346
 
I'm listening to David McCullough's John Adams
on tape:

simonsays.com

I'm about 40% through.
It's really excellent.
Like living through the times leading
up to the Declaration of Independence.

I highly recommend it.


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