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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: Techplayer who wrote (28918)	10/31/1999 10:11:00 PM
From: JRH	Read Replies (2) of 77400

hamber'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. Brian, I agree. I was totally surprised that the stock behaved like it did after Chamber's comments. Of course, this could be another instance of Cisco making cautious comments. I have also heard through the grapevine that hardware demand this quarter was a little soft. The question is, how much profit/revenue are they bringing from last quarter? I wouldn't be surprised to see a dip in the stock. But, Y2K is only going to be a problem for another two months. Then, it is back to the up-and-up! BWDIK, Justin

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