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To: Eric Wells who wrote (107028)	8/9/2000 1:37:21 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

$500 million in revenue (the amount by which Cisco beat revenue projections) Cisco was guiding the street to 5.4 billion which is 52% y/y, which in itself would be awesome for a company that size. Last quarters y/y was 55.1% They came in with 5.7 which is 61% y/y, about 200mm more than the most optimistic predictions I saw. Every quarter people wonder if this is the one when growth decelerates for cisco. Its not happening - the "smaller" companies (which are also huge in absolute terms) like NT are actually growing at a slower pace than cisco. This makes me think Cisco will eventually eclipse all of their revenue - this being NT, etc.

To: Eric Wells who wrote (107028)	8/9/2000 4:38:30 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 164684

Glenn - at 4:15 pm ET yesterday, it seemed as though every investor in the nation (if not the world) was waiting breath abated in anticipation of Cisco's numbers. We knew that if the company disappointed that the market would most certainly decline today - perhaps decline substantially. But what from Cisco's earning report has resulted in such market jubilation today? $500 million in rev Eric, I was not awaiting the Cisco results but was working at my store and on my web site. My primary business is not the stock market. However, I believe you are being overly critical of the market and many investors. Cisco is clearly an excellent company that executes well. Granted much technology was purchased by Cisco but much was also developed in house. Cisco's product lines are an integral part of the current technology of out economy. It is an indicator of growth not just in the US, but world wide. The makret may value Cisco highly but that does mean Cisco is a great asset. Glenn

To: Eric Wells who wrote (107028)	8/9/2000 9:53:44 PM
From: Victor Lazlo	Respond to of 164684

Eric, Cisco has some major competitors coming up fast, and believe it when I tell ya, csco can't buy all of them out. It is true that their only value now is their stock valuation- "they can buy out if they want." They just can't compete with you. Price competition is getting more and more of an issue. Why should a major bank pay 2.7 mill for a system when they can get a deal for 2.2 mill that meets their needs? I'm with a major competitor of csco and we have the same challenges. Despite the optical glamour, it ain't getting any easier. There are a lot of feisty start-ups and solid newcomers that are ripping into profit margins, and the street is soon going to start seeng this. CSCO's ceo, J. Chambers, stated this the other day. Victor