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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (4934)	2/13/2000 6:19:00 PM
From: MikeM54321	Read Replies (3) of 12823

Re: Cisco's 2Q00 CC Notes Thread- I linked this post to my Cisco 4Q99 notes. Apparently I forgot to post 1Q00 notes. I think is the fifth quarter in a row, they grew their, "access," business about 100%. It's pretty significant number for Last Mile investors. And more important, they still feel the access business is going to continue to be strong. I think, but am not certain, they said Q3 will also show 100% yr-yr growth. They said nothing about their fixed wireless product? And from what I understand, most of the access business was due to DSL. And, as I posted immediately upstream, Chambers bragged about Asia revenues. Said Japan scares him. And said Davos was significant because Europe understands the importance of getting wired. -MikeM(From Florida) ************************* -Q2 Revenues $4.35 billion -Q2 Net $906 million(before charges) -$15 billion in cash -$400 million/month generated from operations -26,140 headcount at end of Q2 -Optical Revenues $200 million(I picked out of WSJ) -Service Providers $1 billion -Routers 39% -Switches 39% -Access 12% -Other 10% -AMEI(?) 28% -Americas 59% -Asia 9% -Japan 4%

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