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To: Tony Viola who wrote (3997)8/8/2000 4:05:54 PM
From: dougSF30Respond to of 275872
 
Tony, SOX collapse pre-Cisco: Call it 'nerves' if you like.

If Cisco (or AMAT or Dell) should report borderline earnings or give less than stellar guidance, look for more carnage in the semis, and techs as a whole.

I don't think it's warranted, but it seems to be the current fashion.

Doug



To: Tony Viola who wrote (3997)8/8/2000 4:23:49 PM
From: MaverickRead Replies (4) | Respond to of 275872
 
CSCO beat est by 1 penny at 0.16, rev grows 60.7%
Cisco Systems (CSCO) 65 1/2 -3/4: -- Update -- Reports Q4 earnings of $0.16 a share, $0.01 better than the First Call consensus of $0.15, vs year-ago earnings of $0.08; revenues rose 60.7% to $5.72 mln from a year-ago of $3.56 mln.


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