Para quando os resultados da Cisco? (eom)
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A Cisco divulga resultados hoje depois do fecho. A propósito, deixo aqui um artigo do Cramer sobre o assunto.
Um abraço,
Ulisses
"Cisco Could Matter, but Not as Much"
By James J. Cramer
RealMoney Columnist
5/11/2004 8:49 AM EDT
"The last time Cisco (CSCO:Nasdaq - commentary - research) spoke, the stock was at $27, crashing down from $29. It ultimately landed at $21 and change, approximately where it is now. At that point the economy was jobless, the recovery seemingly stalled. At that point John Chambers had little good to say about the U.S. or Japan. At that point inventories were high, book to bill was disappointing and the stock's decline signaled the precipitous selloff we still are mired in.
Now, we have the opposite moment. People have given up on much of tech. The complex of EMC (EMC:NYSE - commentary - research), Sun Micro (SUNW:Nasdaq - commentary - research), Intel (INTC:Nasdaq - commentary - research), Microsoft (MSFT:Nasdaq - commentary - research) and Cisco (I left off Dell (DELL:Nasdaq - commentary - research) because it actually is doing well as a stock) treads water on the rare good days and does abysmally on the bad ones. This next quarter, the one John Chambers will give guidance about after the bell, is usually a terrific quarter. The expectations are low single digits for just about everything.
In other words, it is ideal for a rally. Chambers knows his audience, too; he knows that this time, his stock is down looking up, not up looking down.
Will he deliver?
As is always the case, I think that he will reinforce the most current trend, which is that the stock doesn't seem to want to go lower anymore, and perhaps is in drift higher mode. (He reinforced the decline from $29 last time around.)
The bigger worry to me isn't that Chambers won't be positive; the U.S. is a much better market this May than it was in February. The bigger worry is, will it matter? Has Cisco become "old tech"? Is Cisco now too old to become a leader?
Either way, you can bet the shorts will take a break today from pressing their case until they see what Chambers prints. Then, you can bet that they will be back in full force, good or bad.
But if it is good, the market's oversold enough that in the short term, Cisco should matter, even as the longer term is proving this former bellwether's stock a tad irrelevant to the Nazz and the overall market. "
(in www.realmoney.com)
Um abraço,
Ulisses
"Cisco Could Matter, but Not as Much"
By James J. Cramer
RealMoney Columnist
5/11/2004 8:49 AM EDT
"The last time Cisco (CSCO:Nasdaq - commentary - research) spoke, the stock was at $27, crashing down from $29. It ultimately landed at $21 and change, approximately where it is now. At that point the economy was jobless, the recovery seemingly stalled. At that point John Chambers had little good to say about the U.S. or Japan. At that point inventories were high, book to bill was disappointing and the stock's decline signaled the precipitous selloff we still are mired in.
Now, we have the opposite moment. People have given up on much of tech. The complex of EMC (EMC:NYSE - commentary - research), Sun Micro (SUNW:Nasdaq - commentary - research), Intel (INTC:Nasdaq - commentary - research), Microsoft (MSFT:Nasdaq - commentary - research) and Cisco (I left off Dell (DELL:Nasdaq - commentary - research) because it actually is doing well as a stock) treads water on the rare good days and does abysmally on the bad ones. This next quarter, the one John Chambers will give guidance about after the bell, is usually a terrific quarter. The expectations are low single digits for just about everything.
In other words, it is ideal for a rally. Chambers knows his audience, too; he knows that this time, his stock is down looking up, not up looking down.
Will he deliver?
As is always the case, I think that he will reinforce the most current trend, which is that the stock doesn't seem to want to go lower anymore, and perhaps is in drift higher mode. (He reinforced the decline from $29 last time around.)
The bigger worry to me isn't that Chambers won't be positive; the U.S. is a much better market this May than it was in February. The bigger worry is, will it matter? Has Cisco become "old tech"? Is Cisco now too old to become a leader?
Either way, you can bet the shorts will take a break today from pressing their case until they see what Chambers prints. Then, you can bet that they will be back in full force, good or bad.
But if it is good, the market's oversold enough that in the short term, Cisco should matter, even as the longer term is proving this former bellwether's stock a tad irrelevant to the Nazz and the overall market. "
(in www.realmoney.com)
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