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

To: Donald Wennerstrom who wrote (17889)	8/10/2004 6:03:09 PM
From: michael97123	Read Replies (2) \| Respond to of 95652

This will sound dumb Don. But i will put it out there anyway. CSCO beats eps and revenue. If they had matched the numbers, rather than beat they (csco) would be projecting 3-5% for next quarter over the lower prior revenue number (not 0-2). Bet this stupid market would have liked that better although over 6 month period it would be exactly the same. So maybe companies should hold back sales because the analytsts dont understand business. I know i am missing something but when i see a 14 million dollar projected shortfall on 6 billion + in sales causes an 8% drop from the close and i own the stock in question i must be stupid to begin with. Mike

To: Donald Wennerstrom who wrote (17889)	8/10/2004 6:07:17 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95652

Actually, I forgot to make note of one item in the previous post. Message 20398260 <<For the full year, Cisco earned $4.4 billion, or 62 cents a share, on sales of $22 billion. During 2003, Cisco earned $3.6 billion, or 50 cents a share, on sales of $18.9 billion.>> Let's see, last year earnings were 19 percent of sales and this years earnings were 20 percent of sales. They only earned 8B in the last 2 years on sales of 40.9B. My, my, they certainly need to do better. Look at all the other companies out there of that size that are doing better. Hardly worth a second look!:) Don