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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.07

-1.1%

3:59 PM EST

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To: elmatador who wrote (55106)	9/8/2001 2:27:10 AM
From: Stock Farmer	Read Replies (2) of 77400

Hmmmm... when we hit the April lows Chambers was piping "It's Only a Flesh Wound": confident of a second half recovery and of rapid return to 50% growth. Meanwhile, mindmeld and I were debating whether it would be 0.6 vs 0.9 B$ worth of write down in "the big bath". And there was some negative visibility in the air. And we put in a bottom just around... hey... where we are. Well, this is interesting... here we are six months later and recovery's even further out, Chambers is talking about 35% growth once we recover from growth that is still on track to being negative as predicted a whole sixteen days earlier. And now it looks "grim". And the stock price is about the same. Hmmm... John.

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