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

To: ChrisJP who wrote (87154)	5/12/2003 8:48:06 AM
From: 2MAR$	Respond to of 208838

well last week the headline ran "CSCO dampens spirits " but sure didn't dampen them very long , and headed right back up<g> NTAP looking a little frisky still this am , on ISLD after a little dip to $15.... There sure a few wanting to pounce on NVDA here it seems, but it's looking for $22 right now ...and LEHM upgrading CSCO this am . But Europe unhappy , seems they all are waiting for the US to kick start their engines . Poetic Justice , the French controllers on strike , no flights into France today , hehe AMAT and NTAP imprtant monitors early this week , and DELL finishes it all off on thursday ...they'd just love to run it up into DELL's report, figuring they have an easy go of it . The Semi's will have to lead the charge now , but hard to think AMAT will be much help. Think there would be some caution ahead of so much data , but market still pretty buoyant it seems , and LEHM upgrading CSCO ?