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To: blankmind who wrote (33225)2/4/1998 9:27:00 AM
From: Christopher Reed  Read Replies (1) | Respond to of 61433
 
CSCO weakness is company specific.

The cc warned of an .11 - .15 charge in q3 for costs of lightspeed.

this could be taken as bad news. I am long csco and am not worried.

Cheers..
Chris.



To: blankmind who wrote (33225)2/4/1998 9:28:00 AM
From: Sector Investor  Read Replies (1) | Respond to of 61433
 
Maria says "watch the shares of CSCO systems today"

"Most of the analysts I've talked to do like their earnings"

Someone (didn't catch who) is raising their price target for CSCO to $75 per share!



To: blankmind who wrote (33225)2/4/1998 10:43:00 AM
From: Gary Korn  Respond to of 61433
 
"AT&T has said that it will spend in excess of $8 B to build out and upgrade its network in the next 2 years. Just imagine if only 0.5 % of that goes into NW gear for a total of $400 MM which would make the Williams order looks like chicken feed."

I've heard that about $1B of the total $8B will go to core switching requirements, which is more than either $40MM or $400MM.

Gary Korn


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