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To: mtnlady who wrote (38024)	1/16/2001 12:53:48 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Talk about spin! Chambers is obviously the 'king' of it.. Now, now, ML, JC is the son of a minister and surely an honest man. He just sees things from a different perspective than most <gg>. I think we should wait for csco's report card on 2/6 before making any judgements. uf

To: mtnlady who wrote (38024)	1/16/2001 4:38:26 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

mtnlady, I think the arguments you made about Cisco and downturns are valid, but they don't speak to the issue of a recession as much as the issue of gaining traction in an evolving market. I took it that Chambers was speaking only to the issue of Cisco vs. small companies, not companies such as Nortel. While Chambers might have been speaking from an understandably biased opinion while at the same time being a salesman promoting his company's viability (which is his job), I wouldn't call it "spin." Contrast that with Larry Ellison's comments for a couple years about overtaking Siebel, which is what I call spin. --Mike Buckley