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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.72

-0.7%

Jan 7 3:59 PM EST

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To: Curtis E. Bemis who wrote (34482)	4/28/2000 4:04:00 PM
From: Kenneth E. Phillipps	Read Replies (1) of 77400

Curtis, I was careful to say that Cisco would meet its number. I just hope that everybody realizes that a jump from .09 to .13 is about a 40% increase in earnings per share. Now, if they do .14, that is better than a 50% increase in earnings per share. I think we should do the math before we just assume they beat the number. Yes, I am concerned that NTs share price might dip because of the BCE spinoff but they had such an outstanding quarter, I think any dip would be temporary.

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