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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.08

+0.1%

Nov 7 3:59 PM EST

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To: Curtis E. Bemis who wrote (31852)	2/8/2000 2:27:00 PM
From: Jean M. Gauthier	Read Replies (3) of 77397

Hi people. I really like Cisco BUT, I think this sucker is setting us up for one hell of a tumble tonight... I saw this ridiculous inglated expectations syndrome on the Qcom thread a while back, and look what happened to them.. Since Y2k was a bit of a bump in the road (read NT & LU's speedbump) in the "enterprise segment", and my own experience with the "freeze" in cisco deployments at the big accounts I worked at, I expect Cisco to come in at .24 on slighly lower revenu numbers than usual (less than their stellar 40%) If that happens (very likely IMO), watch out below for a couple of weeks... I really should sell at these prices , but I just love the company, and I do not want to pay the taxes I would owe. So I will buy more if they "disappoint", which I think they will I REALLY hope I am wrong, but expectations, with these ridiculous whisper numbers of .26 or higher, we are vulnerable to a hit.. JMO take care everyone & good luck Jean

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