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ardent jd

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ardent jd

Re: None

Wednesday, 02/04/2004 9:24:54 AM

Wednesday, February 04, 2004 9:24:54 AM

Post# of 704019
CSCO

This from a major sellside firm this morning, on CSCO's disappointing book-to-bill:

"Our detailed estimated order mix analysis demonstrates that the seasonally weak order pattern seen in the US Government and US telecom carrier segments makes the order book look weaker than actual underlying demand at this point in the spending recovery cycle - excluding these factors, book-to-bill would be higher."

lol...what does this mean??? Are they saying if orders had been stronger, the B/B would have been better, so don't worry? Yeah...I guess.
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