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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

Nov 11 3:59 PM EST

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To: Yogizuna who wrote (50686)	3/29/2001 9:10:04 PM
From: Victor Lazlo	Read Replies (1) of 77397

<<The worst should be over by this November or earlier, but we will only know for sure in the fullness of time..... >> Well there's no way to know IMO, until at least the Q1 earnings come out and we hear the "guidnace" that all the CEO's are not going to provide. <gg> A couple of mos ago the conventional wisdom was that the worst would be over by June 31, and we all now know that isn't going to happen. There is no "visibility" whatsoever to the end of this econ cycle, and people need to realize that. Chambers says they have what, about 3 qtrs worth of inventory to get rid of?

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