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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.32

-0.1%

Jan 30 9:30 AM EST

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To: Uncle Frank who wrote (64933)	10/9/2003 8:39:57 PM
From: Lizzie Tudor	Read Replies (1) of 77400

I wonder if the carrier deals are back end loaded too. I'll bet they are. We had good earnings from Sonus and JNPR. Yeah yeah drop in the buckets revenue-wise compared to Cisco but the turn is here. My feeling is that all of the executives are playing it very conservatively too, as far as guidance and booking revenue. Europe is still in something of a depression from what I can see, and Japan is just starting to claw out of the doldrums. Given the worldwide economy + the state of carriers here in the US, these numbers look good to me.

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