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To: Bruce Brown who wrote (34355)	11/5/2000 9:08:33 AM
From: the dodger	Read Replies (1) \| Respond to of 54805

"• Five years ago it took Cisco 14 days to close its books each quarter. Now, with the "virtual close," using powerful Internet technology, Cisco executives have real-time, daily access to company financial information, empowering them and their employees to instantly react to market shifts and changing business requirements." I didn't know that -- what an incredible feat for a company of such size and scope !!! I used to own a restaurant -- and it would take my bookkeepers 4-6 weeks to let me know how much I made/lost the previous month. Looking back on CSCO's five most recent quarters, they have either been on-the-money or surprised to the upside by a penny. But then looking at JNPR's spectacular blow-out quarter, I would suspect that would reduce the chance of CSCO surprising the Street to the up-side. But if they do -- even by a penny -- I think the overall market will react VERY positively. td

To: Bruce Brown who wrote (34355)	11/5/2000 9:26:52 AM
From: voop	Read Replies (1) \| Respond to of 54805

I would expect to hear some issues on increased inventory at the front of the quarter due to concerns they didn't want to face shortage components later in the quarter. Why do I expect this? Because we heard it from other players in the field like Redback, Extreme, Juniper, Foundry, etc. Haven't these guys heard of SCM software? <ggg> voop

To: Bruce Brown who wrote (34355)	11/5/2000 9:01:57 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Sir Lyre, Thanks for the provocative, insightful comments about CSCO. I also want to remind everyone that we heard early in CSCO's FY that Chambers is talking internally about growth goals far above what he speaks of publicly. I have heard numbers in the 70% and more range as John's internal goal. Now, we all know that a salesman CEO like JC likes to hype his sales team to new heights, like aiming an arrow high so that it reaches the target even when not pointed where it is "aimed". But, knowing JC's personality from experience, I can honestly say that when he makes those internal pronouncements, he believes that those goals can be reached if everyone does their job and external factors develop as he expects. Making such pronouncements to analysts and shareholders would be irresponsible, setting expectations on too high a plain of risk. We all know that CSCO will beat the street numbers by $.01. JC's tone and enthusiasm forward looking are what we must really key on.