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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 9:30 AM EST

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To: Eric who wrote (51030)	4/4/2001 8:00:48 AM
From: GVTucker	Read Replies (1) of 77400

Eric, RE: If they don't warn this week it will probably be too late to do so for this the qtr. I believe JC wants to give us good guidance but he probably won't say anything until the CC. Along these lines, it is important to note that in the Jan quarter, almost 20% of CSCO's revenue was booked in the last week of the quarter. While this obviously means that CSCO probably borrowed some sales in the current quarter in a failed attempt to make their last quarter, it also means that it will be tough for CSCO to warn and then guide with any remote amount of accuracy.

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