Replies to post #14077 on The Black Box

[wahz]

I dunno..its a good bet the big ones are going to be less volatile than the small

"9:59AM CSCO: Sanders Morris sees upside to AprQ and full yr estimates 23.10 +0.21: Sanders Morris Harris continues to believe Cisco's guidance of 1-3% growth is conservative and there is upside to both April and '04 estimates. Firm's recent channel checks indicate two growth areas seeing strength are in the access router group and IP telephony group."

When I can I am getting more jnpr and avaya...not today...and I think I should add some auo at some point too..I'll post it when I do this...it may not be this week