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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (62974)	7/28/2002 4:13:31 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 208838

Hmmm, CSCO eh? Well, I know that the first two months of the quarter were really tough for CSCO and that they were looking for July to bring home the bacon. This is their fiscal 4th quarter, so they always did try to make it strong. If CSCO gives cautious guidance, it will certainly make things more difficult on their competitors. Silicon Valley is not really throwing lots of cash at young companies right now and many relied on selling their stock stay funded. If I was CSCO, I would not be giving positive guidance right now. With that being said, I don't really know where CSCO will go into earnings. Likely the direction of the Naz. However, Whatever it does in the days leading into their earnings, I will do the opposite in the last couple of hours before they announce.