Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (40041)	11/14/2010 12:47:31 PM
From: Spekulatius	Respond to of 78704

re CSCO, JNPR JNPR CC call was almost a month ago. CSCO mentioned that the weakness is recent so JNPR may not have seen it at this point. CSCO CEO Chambers is also known to sandbag quite a bit, i think his tone during the last few CC was more cautious than the street expected as well. Well it's just speculation on my part. CSCO in the past was not know to recede market share too easily. Folks here do have a good point that CSCO may be an analyst darling and has some downside for that very reason.