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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (6704)	11/4/2002 8:32:55 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95587

Don, Thanks. I also remember flat. So I think rev should be less than $1.5B.

To: Donald Wennerstrom who wrote (6704)	11/6/2002 5:56:15 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95587

I have been listening to the CSCO conference call and watching the after hours prices at the same time. The call is still going on(more than 1 hour now) but I heard a couple of things. First, revenue for next quarter is estimated to be flat to down 3 to 4 percent, and the BtB was less that 1(for the quarter I think, but it could be the past month). As soon as those words were spoken, the AH trades started coming down in price substantially. I just checked the futures and they are down compared to up a little right after the market close. cme.com Don