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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Venkie who wrote (30550)	2/6/2001 4:31:56 PM
From: Boplicity	Read Replies (4) of 65232

I doubt CSCO will help <<Cisco Systems (CSCO) 35 3/4 +1 3/16: -- Update -- Reports Q2 earnings of $0.18 a share, $0.01 worse than the First Call consensus of $0.19, vs year-ago earnings of $0.12; revenues rose 54.9% to $6.75 bln, but were well shy of the $7.2 bln consensus (year-ago was $4.36 bln). There was no guidance in the press release aside from CEO Chambers stating that "we remain cautious about the implications of a brief pause in the current 10-year expansion of the U.S. economy" and then expressing confidence in the long-term. Specific guidance will come in the call which begins at 4:45 pm. Stock trading down about a point after hours.>> And you are right greeny is part of cause, also, the net not being all everyone thought it would be, PC reaching nirvana, Cell phone upgrade cycle stretched far out, conusmers being maxed out, how many widgets can they buy... etc etc... on and on and on. Greg

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