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

To: Dave who wrote (47885)	2/5/2001 8:45:26 AM
From: GVTucker	Read Replies (1) \| Respond to of 77400

It is pretty clear to me that if CSCO was going to miss tomorrow, they would have warned. They won't miss. They'll come in a penny above, just like always. It is also pretty clear to me that they'll be more cautious in guidance going forward. Given Reg FD, they couldn't tell analysts this during private sessions. Instead, they probably told analysts things like, "Listen to what Chambers says in Davos. Listen CLOSELY, understand? [wink wink]" So while what Chambers says tomorrow afternoon may disappoint some, it will probably be in line with what we've seen from the analysts over the past month.