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

To: chic_hearne who wrote (47948)	2/5/2001 1:24:16 PM
From: t2	Respond to of 77400

I believe Cisco will miss earnings targets this quarter (at least there is a good chance of it). The consensus has been that they will make this quarter but guide lower. My feeling is that there is a chance they will want to contain damage to the January 2001 quarter and forecast normal growth going forward. I would say that the odds are 50/50 for either of the two scenarios but I prefer they miss the 19cent EPS and forecast a somewhat better than expected outlook. The slowdown was so sudden in late November and lasting until this month that it will hit Cisco's current quarter. My feeling has been that corporations froze their spending for a few weeks before resuming. I hope Cisco states that demand for their products is now picking up.