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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.07

-1.1%

Dec 1 3:59 PM EST

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To: The Phoenix who wrote (47144)	1/19/2001 5:18:21 PM
From: Jorj X Mckie	Read Replies (2) of 77400

I don't believe that CSCO will guide down. I believe that with JNPR's guidance, it would be akin to admitting defeat. Besides competition at the product level, I think that there is a competition for investor perception. If that is priced in, I suspect that we may see an enthusiastic rally as we approach earnings on Feb 6.

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