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To: American Spirit who wrote (46760)	2/6/2001 5:02:23 PM
From: Smart_Money	Read Replies (1) \| Respond to of 57584

Stay away from CSCO imo. The inventories and recieveables are UP. That not good for a company with high P/E. Its the future everyone invest in.

To: American Spirit who wrote (46760)	2/6/2001 5:02:26 PM
From: moufassa7	Read Replies (1) \| Respond to of 57584

Spirit, CSCO had nice growth for the quarter, but failed to meet expectations. I don't think market will rally on this news. Near term direction is down. I will hold shorts for lower prices. IMO

To: American Spirit who wrote (46760)	2/6/2001 5:05:23 PM
From: maverick61	Respond to of 57584

AS - you have to be kidding. Not only did they miss on earnings - but they also missed top line revenue, had inventory build-up, disappointing Gross Margin, goosed what they did earn with other income, etc. You said - "Very surprised by some of the negativity I'm hearing (only from shorts of course) " So, I guess John Chamber hired a bunch of shorts to put out his earnings release this quarter. facts are facts, their quarter sucked. they missed everywhere. please wake up. Now what they will say on the conference call, no one knows. stay tuned