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

To: bambs who wrote (40184)	9/28/2000 10:45:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

The quote that I read is that next years teleco spending is expected to be 3.5% less then this years spending. This years spending was up. 30% from last year. Next year the spending growth will be negative. Are you sure? I read that as meaning growth... but just slower... maybe only 25%. FWIW CSCO always gets beat up for not being more exposed to the carriers... Isn't it the least bit funny that now that there may be some slowing in spending (which btw I'm not sure is an accurate assesment) that CSCO is suffering. Seems counter to the argument that CSCO doesn't have a carrier business. LU up today... Now there is a company with telco exposure!

To: bambs who wrote (40184)	9/28/2000 10:45:15 AM
From: bambs	Respond to of 77400

-- Sanford C. Bernstein analyst Paul Sagawa said in a research note on Thursday morning that spending on telecom equipment is likely to show a "sharp deceleration" from 28 percent in 2000 to 20 percent in 2001. This is not what I heard on CNBC but the idea is the same. The degree of the spending decline is much more mild.