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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 3:59 PM EST

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To: Paul Reuben who wrote (48031)	2/5/2001 6:04:36 PM
From: Wyätt Gwyön	Read Replies (1) of 77400

As usual, tomorrow's earnings are already old news. Who cares what tomorrow's pro forma number is. Only the people on CNBS. People will want to know the revenue forecast. I agree with you that Cisco's weak stock lately is due to business conditions more than bean-counter issues. That doesn't mean the accounting issues aren't important, though. The acquisitions specter appears to be about to go away for good. So are you saying they won't make any more acquisitions? I have not heard this before.

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