Tuesday, November 6, 2007

GOIH Capital Markets: CSCO to report strong earning---Long @ $33.50 for 250,000 shares.

Our models indicate that CSCO will report strong earnings due to the weak dollar and the secular shift to technology out of financial services. CSCO has a dominate market share position in the networking space and market share should increase. As long as the dollar is weak CSCO will continue to export more goods.