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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.35+1.3%9:59 AM EST

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To: Joel Sternberg who wrote (5822)4/24/1997 4:59:00 PM
From: ioioioi   of 77400
 
Joel and Ibeex: Scenario time again:

Assumptions: Earnings First Call .51 Whisper: .49

1. CSCO makes < .51 (.49) Stock falls to $40 or less but not below $37-$38

1b. CSCO makes .50 and Conference call indicates slow growth: Stock falls to $40 and stays there for a couple of days awaiting announcements about BFR and newer products.

2. CSCO makes .51: Conference call indicates slower lead times and growth: Stock falls to about $40-$44 range

3. CSCO makes .51: Conference call indicates growth for the next quarter looks positive: Stock hardly moves remains in the $48-$50 range short term

4. CSCO makes .51 and conference call is very bullish about new products and announces that the new customer focus is well recieved by customers and partners alike: Stock rises to $50-$53.

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