Zeev's Turnips Patch-No Politics (ZEEV)

[wahz]

Some.

mjk,

most of the networkers have had reasonably good news, order flows, and actual numbers. In CSCO's case, the enterprise orders may well have been good, and csco's guidance wasn't aggressive last time. Telco orders may not be good but they don't need to be very good.

I think that it is slightly more likely that csco beats by enough that everyone is at least a little surprised. Further, Mr. Golden Tongue is likely to be cautious but optimistic(what else could we expect?)going forward, especially if he looks out beyond the next quarter. With max pain at 25 and change, we probably get a push to 26 and higher in the next two weeks. The MEast news is likely to be along the lines that we don't go until early next month. What happens if victory starts to get factored in between now and then with a sell the news reaction ater a final huge burst?