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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

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Nov 28 9:30 AM EST

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To: MythMan who wrote (16999)	9/14/1998 5:47:00 PM
From: The Phoenix	of 77400

I think Dave E responded well to your comment. One thing Cisco has always done is manage expectations. Given the ecomonic situation in Asia what would you expect Cisco to do. Furthermore given that they have mentioned this and given that the percentage of Cisco's revenues is relatively small in comparison to other vendors, Cisco will be far less impacted than competitors that don't identify the Asian issue or have larger % revenues from the region. All multinational companies are feeling it. Cisco will feel it less yet still has the foresight to identify the issue. Excellent management once again. OG

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