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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

3:59 PM EST

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To: lawdog who wrote (5805)	4/24/1997 12:39:00 PM
From: Greg Jung	of 77400

lawdog, I don't know how much credence to attach to Joel's guesses, or to the accuracy of "whispers". I don't think the worst is factored into the price but I suspect the company can come out with a reasonable earnings total. The NBR quote I think came from a Vice president, who admitted that there have been periods of no- or slower growth, meaning likely in orders, that are masked by the large backlog they had. Add to that the decrease in backlog from the earlier quarter, ie the comment that earnings this Q were harder to predict, etc. and certainly you will get concerned "whispers". A blockbuster short? I doubt it. Warnings did not help 3com stock price, did it? Also, I think the Cisco acquisition program would have been seriously affected, so why issue cautions when the general caution is already out there. Greg

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