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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Helios who wrote (12535)	2/18/1998 5:12:00 PM
From: craig crawford	Respond to of 77400

<< Actually that's a silly point. Turn it around and with CSCO reporting a month or two early for the next quarter and you have analyst using CSCO's numbers to help with their estimates of the other networkers earnings. >> That thought crossed my mind. But Cisco wasn't the first networker to show weakness. Cisco didn't forecast problems for Shiva, Cascade, Fore, and everyone else for that matter. SHVA, CSCC, and FORE forecast the networking slowdown first. Cisco got their numbers cut after just about every company in newtorking missed. That's what got everyone like Michael Murphy spooked into taking it down to 46 (pre-split). So C$CO estimate revisions came after the others in the industry missed. That's usually how it works. Look at the database industry. Informix and Sybase were the first to go and eventually Oracle succumbed. The best are always the last to go.

To: Helios who wrote (12535)	2/18/1998 5:24:00 PM
From: sepku	Read Replies (1) \| Respond to of 77400

>>>Actually that's a silly point. Turn it around and with CSCO reporting a month or two early for the next quarter and you have analyst using CSCO's numbers to help with their estimates of the other networkers earnings.<<< Come to think of it, it's actually an endless cycle. Using Craig's theory, even with CSCO reporting after the other networkers, tailoring its estimates would impact the networkers reporting next Q...which would in turn influence expectations for CSCO again, and so on. Besides, with CSCO as the dominant force in networking, it would hold the greatest weight for determining the health of the rest of the sector -- not to mention any negatives for the other players may be attributed to the direct result of CSCO gaining advantage(s). Style Pts.