csco warned going forward alright, small amount. but i don't see why intt would march in lock step anymore than general market sentiment. there is a lot of market that intt is exposed to that csco isn't. csco was seeing "unusual uncertainty" and "unusual caution". sounded like the supplier delivery status indicating inventory is rebuilt to a good extent. i would say that the restocking bounce is over. now comes the real trend. 18% instead of 20%?
all we need would be a general agreement in congress to push back the bush tax cut expiration by a couple of years. that would remove some uncertainty.