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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.22

+0.1%

Nov 24 3:59 PM EST

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To: Bob Kim who wrote (29020)	11/4/1999 7:27:00 PM
From: Jean M. Gauthier	Read Replies (3) of 77400

I think there is an EXCELLENT chance they will miss, and I am a CSCO perma-bull. 1- Chambers comments, about an "enterprise slowdown" 2- the Subcontractor thing, MMCS ? saying orders from CSCO are down... Better than 50% they will miss, or at least, have the unearned revenu slowdown that MSFT reported, and got socked for it. JMHO of course, Read to buy big time, options and LEAPS and stock on tuesday or wednesfay take care Jean Mark my words, great chance they will miss

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