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Politics : Formerly About Advanced Micro Devices
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To: TimF who wrote (131752)2/6/2001 6:14:02 PM
From: tejek   of 1581722
 
CSCO

Chambers is giving guidance...not bad, not good...some industries have capex spending that looks recessionary. However, Chambers thinks CSCO has a good product mix and can survive most problems. Not sure how long the slowdown but expect at least 2 calendar quarters although a lot depends on how Asia and Europe react to our slowdown. Encourages analysts to err on the conservative side of his
guidance.

Q & A to follow.
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