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Politics : Ask Michael Burke

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To: Earlie who wrote (70757)	11/21/1999 6:50:00 PM
From: 18acastra	Read Replies (1) of 132070

Not a canuck. Think things slowing for CLS already. People went GAGA over CISCO quarter, which sent CEM stocks flying. Problem is, CISCO is smart and had already guided people to a sequentailly flat January Quarter because of Y2K. Last year, Cisco January quarter gre 10% sequentially. Things are slowing down. Even for Cisco. Cisco on conf. call said Small/Med biz (20% of revenue) will be fine, Carrier (30% of revenue) will be fine, and Large Enterprise (50% of revenue) will slow down big time in January Q. This is wjere CLS is exposed with Cisco and its other OEM's. This thing is toast. Volume already dead on stock after slew of upgrades from whore analysts post-secondary offering (analysts love this company because it burns cash so fast with its inefficient operations it needs to continuously go to market). JMHO.

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