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To: bonnuss_in_austin who wrote (8357)	1/3/2001 11:58:40 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 13572

I think that 20-25 would be very feasible on a warning from CSCO. But I certainly don't expect to see one. The information from the analysts on the telecom capex spending is seriously flawed in that they did not differentiate between legacy circuit switched products and packet based products. This, coupled with the strength in enterprise network spending, makes me pretty certain that CSCO will do the same thing that they do every quarter (beat by a penny). Not saying that the stock can't go down, but I think that it will be on rumors of a pre-announce (like yesterday) rather than the actual event.