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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

3:59 PM EST

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To: GVTucker who wrote (48005)	2/5/2001 10:23:15 PM
From: Tulvio Durand	Read Replies (3) of 77400

... When a company spends 2 or 3 quarters and continually tries to borrow from future earnings, that is where you see companies blow up. That might have been so for LU, but I don't see any evidence of that from Cisco. JS and FD are suggesting that Cisco's inventories will show a drop in tomorrow's numbers -- in what they perceive as the only way Cisco will meet earnings projections. CSCO longs will rejoice if they see that inventories are down, but for a different reason. The opposite would be very troubling to them; ie., increased inventories would mean the market is soft and that Cisco would be really challenged in making the Q3 numbers. Tulvio

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