terça-feira, 6 de maio de 2008


Today I read an article where an "analyst" is concerned about Cisco Systems (CSCO) earnings - due after today's Wall Street closing bell - because of the disappointing ones from Sun Microsystems (JAVA) last week.

Now I ask: what Cisco has to do with Sun?

Answer: little: just the tech sector.

Another question: is it right to estimate earnings of a company with excellent current and past financial performance such as Cisco based on the earnings of a current and past poor financial performance such as Sun?

Answer: no.

Yours can't wait to know Cisco's earnings,

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