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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Curtis E. Bemis who wrote (34482)	4/28/2000 4:04:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 77400

Curtis, I was careful to say that Cisco would meet its number. I just hope that everybody realizes that a jump from .09 to .13 is about a 40% increase in earnings per share. Now, if they do .14, that is better than a 50% increase in earnings per share. I think we should do the math before we just assume they beat the number. Yes, I am concerned that NTs share price might dip because of the BCE spinoff but they had such an outstanding quarter, I think any dip would be temporary.

To: Curtis E. Bemis who wrote (34482)	4/30/2000 11:52:00 PM
From: John F.	Read Replies (1) \| Respond to of 77400

Curtis, I have a very small position in NT and hold no BCE shares. Still, I have been considering adding to my NT holdings. And, I am interested in understanding your thinking on this issue more clearly. Why would BCE shareholders sell their new found NT shares? The appreciation of BCE shares this past year has been greatly helped along by the appreciation of NT shares. Seems to me that an equally compelling case can be made that some of these BCE folks may decide to sell their BCE shares and buy NT with the proceeds (let your winners run). Perhaps I am missing something here. If so, it won't be the first time. TIA regards, John