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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.99

+0.2%

Jan 12 3:59 PM EST

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To: John Koligman who wrote (59332)	5/7/2002 8:24:04 PM
From: Stock Farmer	Read Replies (1) of 77400

Results look good. Bottom line growth bigger than top line growth = midline reduction. It's very hard to grow the bottom line sustainably faster than the top line. Impossible, so we have to ask ourselves how much of this is "sucking in the gut" and how much is sustainable. Which we really can't do on a single quarter's information. Nevertheless, positive so I expect a "sigh of relief" effect to be leveraged into the market and possibly used to try and ignite a rally in demand. As I said, this is a time worth listening to. Based on what I see, I expect to take back first place in the stock price picking contest from bambs <ggg>. Temporarily. It's only the first bend. John. P.S. Good eyes. Not "several thousand". A cross between 'several hundred' and 'a thousand'. Sorry. Glancing at the screen, Turnips alone is pushing 800 today.

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