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

To: Tony Viola who wrote (39057)	8/8/2000 5:37:46 PM
From: pat mudge	Respond to of 77397

Something to do with stock options, didn't get. Hiring ahead of revenues, therefore expenses will be higher as a ratio. Competition from start-ups for employees. But stock market (drop) normalized the threat some. (paraphrasing) Re: component constraints: "New markets are ramping significantly above forecasts. . . have increased manufacturing capacity by 50% and will add another 50%. (didn't catch time frame)" "Insatiable demand for optical systems. . . ."

To: Tony Viola who wrote (39057)	8/8/2000 5:41:34 PM
From: Uncle Frank	Respond to of 77397

Thanks for the Cliff Notes, Tony. I'm so excited I can't sit still long enough to listen to the conference call. One of the talking heads (a pretty one) just noted that traders had a list of tech stocks to buy if csco put out a strong report. It included intc, sunw, msft, etc., and they are all up in the late market. Chambers will be on CNBC at 6:30 PM left coast time. uf