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

To: Peppe who wrote (42746)	11/6/2000 9:23:44 PM
From: FESHBACH_DISCIPLE	Read Replies (1) \| Respond to of 77400

You see peppe nobody defies gravity. He's guiding down slowly while margins have come way down already. Just follow the numbers and forget what people say.

To: Peppe who wrote (42746)	11/6/2000 9:24:47 PM
From: t2	Read Replies (5) \| Respond to of 77400

Paul Sagawa putting on a "brave face". The comment below is taken from the story below. I expected nothing but a way to make this earnings release fit in with his thesis of the spending slowdown. He wants to continue being thought to be right whether he is or not. We shall see if anyone still believes him this time, given the credibility of Cisco's management. I think they trust Cisco more. I was expecting a negative spin from Sagawa and we got it! What a big surprise.<g> ``I don't think Cisco has as much visibility into the next two to three quarters as they would like. They're putting a brave face forward,'' said Paul Sagawa, analyst with Sanford Bernstein, who says Cisco's rate of earnings growth will ``decelerate'' biz.yahoo.com