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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 82.36

+1.5%

Feb 5 3:59 PM EST

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To: G. Richmond who wrote (9667)	10/15/1997 1:08:00 PM
From: Zoltan!	of 77400

>>Any idea what the whisper # was? I saw $620 on revenue posted several places but curious about whisper on EPS. As far as weaker sales, toward the end, however you want to spin it, the quarter was obviously NOT backend loaded. I hadn't realized BAY missed the whisper until CNBC reported that, and they did so without referencing the numbers. Maybe someone on the BAY thread knows. As for your observation on BAY's weak ending: it was the same one I would have made. That's why I thought House was unimpressive, he seemed ill-prepared: flat-footed by the questions and not good at thinking on his feet. Maybe just a bad day for him. Regards BTW, I must take back what I said about the BAY thread in my previous post. Those that saw the interview agree House came across poorly.

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