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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (19462)2/3/2004 6:20:41 PM
From: Bill Harmond  Respond to of 57684
 
moneycentral.msn.com



To: Lizzie Tudor who wrote (19462)2/3/2004 6:24:32 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
17:22 CSCO Cisco Systems--Guides for Q3 Rev to be up 1-3% Q/Q (26.41 +0.21)

On CC, guided for Q3 revenue to be up 1-3% Q/Q (18-20% Y/Y) or $5.452-5.560B vs. Reuters Research consensus at $5.368B, gross margin of 67-69% and interest & other income of $120MM.



To: Lizzie Tudor who wrote (19462)2/3/2004 6:59:54 PM
From: Logain Ablar  Read Replies (1) | Respond to of 57684
 
actually they did fine but the market expectations went too far too fast. still expect csco to hit 40 by year end.

now for naz to correct towards 1900 between now and mid march to set a good rally into June.


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