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To: SJS who wrote (723)	3/13/2001 2:27:06 PM
From: pat mudge	Respond to of 3294

Comments on the optical space were not very encouraging, with Mr. Chambers suggesting that analysts significantly overestimated growth in the overall segment for the year. Notwithstanding, Cisco is optimistic about its own growth rate in the space this year... The take away from Mr. Chamber's comments is that the company has significant inventories to work off and has no visibility into when customer spending will pick up. Part of Cisco's problems are industry related. Part are company specific. It's pretty well known their Monterey acquisition is a huge disappointment. It's also known their Cerent solutions are stop-gap --- excellent for a given point in time but not necessarily for the long term, when Sonet is phased out. They've also lost market share to their European competitors. If CEOs were forced to break out sales by product, we'd have a much better idea where their businesses were weak and where they were a victim of market conditions. For example, the SEC should demand that acquisitions be reported separately for at least the first few quarters. Perhaps until they were positive. Wouldn't boards of directors be more responsible if they knew they had to account for every penny spent? But I dream. . . Pat