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

To: Tulvio Durand who wrote (46117)	1/5/2001 3:50:02 PM
From: Yaacov	Respond to of 77400

thanks!

To: Tulvio Durand who wrote (46117)	1/5/2001 3:59:04 PM
From: GVTucker	Read Replies (2) \| Respond to of 77400

The Morgan Stanley software and networking conference is in Phoenix starting on the 10th. Cisco will be there. I heard some rumblings that some people thought that Cisco may lower guidance there. I think that the odds of this happening are slim. My guess is that if Cisco was going to fall short of the net income numbers, they would pull out a few stops to meet the numbers. Before Cisco disappoints on the bottom line, I think you'll see some balance sheet deterioration first.