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

To: John F. Dowd who wrote (35237)	5/10/2000 8:57:00 AM
From: GVTucker	Respond to of 77397

John, now offered under 59. As I said yesterday, the quarter was just about perfect. The only concern is an old concern, component shortages from suppliers. If the market took any note of this issue at all, CSCO will have some problems short term. The market is taking notice of the component shortage issue.

To: John F. Dowd who wrote (35237)	5/10/2000 9:04:00 AM
From: michael97123	Read Replies (2) \| Respond to of 77397

John, I don't think Cisco will be any weaker than the overall market is today and will rebound with a rally, God willing. Parts shortage is mentioned every quarter. Unfortunately, on a day like to day it is whats being focused on.

To: John F. Dowd who wrote (35237)	5/10/2000 1:39:00 PM
From: JRH	Respond to of 77397

In premarket it appears that the market is not thrilled with CSCO this AM despitethe very good numbers. Trading at 60 5/8. Any long out there have a take on this reaction Yea, I have a reaction! The quarter appears to have been excellent. Fundamentals are in place for this great company, so why should we be concerned with a 6% movement in a stock? Try to look past the day to day fluctuations (unless you are a short term trader!)! BWDIK, Justin