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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

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To: Lizzie Tudor who wrote (64274)	7/10/2003 2:30:04 AM
From: Elroy	Read Replies (1) of 77400

There is no European conference, it is Reuters picking up an inaccurate story from some Dutch paper. Probably some 22 year old Dutch kid thinking that the way to be a good journalist is to sensationalize some story. It's funny because it got release 3am San Jose time while Chambers is (hopefully) asleep that he is calling an end to the tech malaise. As for chip companies seeing robust Cisco business, show us the evidence. As for things improving, show us the evidence. CSCO has had book to bill below 1.0 for three quarters in a row, so even if their orders pickup they can report flat revenues for 3 quarters (that's 7 more months) just to build a decent backlog. That doesn't sound like much improvement (or justification for a 30x forward PE multiple) to me.... Elroy

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