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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.11

-0.3%

3:59 PM EST

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To: Jorj X Mckie who wrote (60699)	8/6/2002 5:14:21 PM
From: Lizzie Tudor	Read Replies (2) of 77397

you know that I think that CSCO is a great company. And it is good performance for this economic environment. But does it justify the valuation? I don't know... in a bull mkt I'd say probably yes. Now, I don't know. But anyway I was commenting on your "revenue miss" post. Not trying to debate, just wondering if these rev numbers are a positive or negative. Forget the less than 100mm miss, to me thats insignificant. Do you remember what was happening last year this qtr- was july01 the "after the glut" qtr and the 4.3billion not representative? If July2001 was a qtr not hindered by special situations, and cisco was really trying to sell stuff then, vs. the revs we saw today I think the networking sector is stable, this is a decent y/y growth, and we know nothing is coming from the carriers (don't we) so its all enterprise. And selling to the enterprise here is... uh... "challenging" L

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