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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (17157)	10/7/2002 10:49:24 AM
From: Dr. Voodoo	Respond to of 18998

Oh Highness, What is His consideration of the prostituting jabberwoks suggesting an upturn in networking, ala BRCM? Any comments on the significant increases in inventory? V

To: Mr. Pink who wrote (17157)	10/7/2002 11:23:28 AM
From: TFF	Read Replies (2) \| Respond to of 18998

Impressive call on CSCO Monsieur Pink

To: Mr. Pink who wrote (17157)	10/7/2002 5:03:16 PM
From: StockDung	Respond to of 18998

:52am 10/07/02 Cisco hits 4-yr. low; analysts cut ests. but like stock (CSCO) By Tomi Kilgore Shares of Cisco Systems (CSCO) are down 17 cents, or 1.8 percent to $9.29 and have hit a fresh four-year low of $9.16 in intraday trading. The stock has now lost 15 percent since the Oct. 1 close. Analysts from both Deutsche Bank and Goldman Sachs lowered estimates for the networking giant citing increased recent weakness in the outlook for information technology spending. Meanwhile, Deutsche Bank's Raj Srikanth cut the stock's price target to $17 from $19, but reiterated the "buy" rating due to Cisco's financial strenght and market dominance. Goldman's Natarajan Subrahmanyan maintained the stock's "market outperformer" rating, saying that while the upside was likely limited due to a lack of catalysts, the stock's relative and intrinsic valuation makes it "attractive." SoundView Technology's Arnie Berman acknowledged that current demand commentary from Cisco and its channel partners is "discouraging," but said current valuations make the stock look "extremely compelling."