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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 9:30 AM EST

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To: Zoltan! who wrote (28900)	10/31/1999 9:20:00 PM
From: Techplayer	Read Replies (1) of 77400

Zoltan, Chamber's comments are very similar to what McGinn said in the CNBC interview on Tuesday when he was asked directly about y2k related issues. These comments should be somewhat of a concern for the intermediate term because they insinuate that there may be a y2k effect for the next quarter. IBM outright said that the next 2 quarters would be effected and they got creamed. McGinn simply said that LU will grow X% for the year when asked about y2k. After the CSCO earnings and LU 11/11 analyst day, should we brace for a real y2k decline? Brian

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