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

To: RetiredNow who wrote (47431)1/29/2001 10:09:14 AM
From: Wyätt Gwyön  Respond to of 77400
 
As I recall, Chambers has said a number of times that Cisco's growth would not be affected by the slowdown in optics, for example. The idea was that Cisco's exposure to the broader IT market would buffer the effects of a telco capex slowdown.



To: RetiredNow who wrote (47431)1/29/2001 10:09:25 AM
From: michael97123  Respond to of 77400
 
Cisco will bottom today with this news. All bad news now factored in. Somewhere in here will be the new base. Does anyone really think that when the economy picks up 2nd half, cisco wont return to 30-40% growth?



To: RetiredNow who wrote (47431)1/29/2001 11:21:09 AM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
MM,

I will say this. Regardless of your bias on CSCO one would have to agree that Chambers is doing a masterful job at setting expectations given Reg FD. He is managing the investment community and analysts extremely well in my opinion. And if I may be so bold, I think it's this kind of corporate leadership that attracts money to CSCO.

OG


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