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

To: michael97123 who wrote (17885)	8/10/2004 5:52:44 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95652

Well, let's see Mike, that is a terrible number. The forecast is for 6.044B, but "Reuters" had estimates at 6.058B. That is a "miss" of 0.2 percent. Absolutely awful!!:) I think the world is coming to an end - how about a 10 percent "haircut" in stock price for that kind of a miss - absolutely unforgivable!!:) Don

To: michael97123 who wrote (17885)	8/10/2004 6:28:11 PM
From: BWAC	Read Replies (1) \| Respond to of 95652

<Chambers' forecast implies revenue of as much as $6.044 billion for the first quarter. Analysts polled by Reuters Estimates had expected Cisco to have revenue in the quarter ending in October of $6.058 billion.> I think the whole thing is ridiculous and yet another example of why I substantially exited the markIt. 6.044? Now we are out to three decimal places in estimating billions of revenue? 6.058? Absurd. So is the glass 0.4933333 empty? Or 0.5066667 full? And what about evaporation while you are measuring, calculating, and pondering the answer?