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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.34

-0.1%

Jan 30 3:59 PM EST

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To: bgg who wrote (27183)	8/3/1999 7:40:00 PM
From: Techplayer	Read Replies (1) of 77400

bgg, regarding "expectations of a weak quarter". What was said is that for the year, LU would exceed present analyst expectations by at least 5-7 cents and that LU was in the process of spreading revenues more evenly across the year (smoothing). At present, the 4th quarter was expected to carry over 35% of the year by analysts. McGinn gave guidance that the other 3 quarters would exceed analyst expectations excessively, while the dec. quarter would be less than analyst expectations. It was very clear. He reiterates 30% eps growth and 22% revenue growth. Very clear. Brian

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