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To: Jim Willie CB who wrote (10191)	10/28/2000 7:16:24 PM
From: Catcher	Respond to of 65232

jw, csco can make/beat their earnings est. revenues present a greater challenge. tougher to "manufacture".

To: Jim Willie CB who wrote (10191)	10/28/2000 7:17:16 PM
From: elpolvo	Read Replies (1) \| Respond to of 65232

agreed. cisco schmisco. penny schmenny. outlook: from 3278, it's much easier to get to 4278 than 2278, unless i misunderstand evolution. -dust

To: Jim Willie CB who wrote (10191)	10/28/2000 7:39:15 PM
From: r.edwards	Read Replies (1) \| Respond to of 65232

John Chambers was interviewed on CNBC Thursday by BobPissani, and all but said his company was doing well..( vis a vi the NT reaction), did anyone else see this interview ...?

To: Jim Willie CB who wrote (10191)	10/28/2000 9:42:50 PM
From: Gary Kao	Read Replies (2) \| Respond to of 65232

In addition to revenue, people will be scrutinizing with electron-microscopic detail inventory, backlog, bad debts, margins...if there are an army of "roaches" for Cisco to hide, perhaps one or two will get loose...enough to wreck massive damage. Gary