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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.57

-0.4%

10:33 AM EST

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To: JakeStraw who wrote (58629)	3/25/2002 1:46:20 PM
From: JeffT	Read Replies (2) of 77400

This is interesting and on point to your statement. Sagawa was the first to predict the downturn according to this article, so maybe that gives him some credibilty. What do you think Jake and others? "On Monday, Bernstein analyst Paul Sagawa predicted that the trough in telecom-equipment spending is near and that spending will accelerate in the second half of 2002. Two years ago, Sagawa was the first Wall Street analyst to predict a slump in equipment spending." marketwatch.com Jeff

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