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Strategies & Market Trends : Guidance and Visibility

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To: 2MAR$ who wrote (125)	6/20/2001 3:12:17 PM
From: 2MAR$	Read Replies (1) of 208838

Cisco Systems (CSCO) 16.27 -0.37: Hearing from sources at Lehman that the firm made cautious comments on CSCO; said that enterprise customers have been pushing out orders/projects to Aug/Sep, that pricing pressure remains significant, and that a global financial services customer that had been Cisco-centric is taking advantage of pricing to buy some EXTR and FDRY switches.

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