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

To: Kaliico who wrote (80868)	11/6/2002 10:26:12 PM
From: Lizzie Tudor	Respond to of 208838

no..no sorry- didn't quite mean the tone of that. I think cisco will be flat tomorrow or not much movement because they really didn't "warn" if you know the revenue estimates, many of which were lower than 4.8billion. And you can't really short chips or suppliers based on the cisco numbers because they actually sold more stuff after lowering prices to get that 4.8 billion, imo shorts are reaching they only post the alarmist pieces from that report like the "no visibility" comment. otoh almost everybody is looking for a pullback here so cisco is as likely a candidate as any. L