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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.32

-0.1%

Jan 30 9:30 AM EST

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To: The Phoenix who wrote (41563)	10/26/2000 8:38:07 PM
From: t2	of 77400

Gary, I watched that Chambers CNBC interview again. He stated the market they are in is expected to grow in the 30 to 50% range and maybe it is even above that. Maybe above the upper range is indirectly talking about the current quarter...that is my take on it. Now if their big competitor in routers is JNPR, which has revenue of only 200 million last quarter......it makes you think who is going to get the bulk of the revenue. Also they are number 1 or number 2 in so many markets according to Chambers in their target market. Again...it makes me think they will beat earnings and revenue expectations. In addition, things will probably improve these last 3 months as Europe gets off its summer vacation. Looks really good to me--i bought lots more today. My feeling is that the market will see what Chambers is indicating and run up the stock ahead of its earnings in due in 2 weeks and probably rally the stock afterwards in a friendlier than October market environment.

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