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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 75.48+2.0%Jan 13 3:59 PM EST
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To: Tony Viola who wrote (39057)8/8/2000 5:37:46 PM
From: pat mudge   of 77400
 
Something to do with stock options, didn't get.

Hiring ahead of revenues, therefore expenses will be higher as a ratio. Competition from start-ups for employees. But stock market (drop) normalized the threat some. (paraphrasing)

Re: component constraints: "New markets are ramping significantly above forecasts. . . have increased manufacturing capacity by 50% and will add another 50%. (didn't catch time frame)"

"Insatiable demand for optical systems. . . ."
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