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

To: Eric who wrote (51030)	4/3/2001 10:50:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Yep. I agree with you there. It's just not in character for Cisco to warn. I'm kind of hoping that they do, but what you wrote in your post is the most likely scenario. Boy, it's going to be an ugly conference call. I bet two things: 1) Chambers won't warn because he's too competitive and won't give up until he has to (in other words at the conference call), 2) if he already knows he's beaten for this quarter, he probably wants to soften the blow to shareholders by giving it the best possible spin at the conference call. He's interminable optimism is catching and may help put the best light on a really bad situation. Anyway, I think you are right about what will happen. I'm going to buy a little bit more over the next 4 weeks as next two salary checks come in. I still think this company will survive and come out strong when the economy turns around. Good luck!

To: Eric who wrote (51030)	4/3/2001 11:17:11 PM
From: FR1	Read Replies (1) \| Respond to of 77400

If they don't warn this week it will probably be too late to do so for this the qtr. IMHO, There is still a month to go before earnings for CSCO. JC is figuring that if AG does a surprise 1/2 point it will put things off to the races. There will be a month for CSCO to collect positive foward looking data from customers and not have to warn in the CC. If, however, AG sits on his ass and we all go south JC will be forced to warn. AG runs the market.

To: Eric who wrote (51030)	4/4/2001 8:00:48 AM
From: GVTucker	Read Replies (1) \| Respond to of 77400

Eric, RE: If they don't warn this week it will probably be too late to do so for this the qtr. I believe JC wants to give us good guidance but he probably won't say anything until the CC. Along these lines, it is important to note that in the Jan quarter, almost 20% of CSCO's revenue was booked in the last week of the quarter. While this obviously means that CSCO probably borrowed some sales in the current quarter in a failed attempt to make their last quarter, it also means that it will be tough for CSCO to warn and then guide with any remote amount of accuracy.

To: Eric who wrote (51030)	4/4/2001 9:02:42 AM
From: michael97123	Respond to of 77400

Eric, The wall street game is all about winners and losers. Now that the big cap names have been thrown out along with the dot coms, they provide us with the best chances for success in tech going forward. Cisco at 13 is a joke based on fear that not only is the sky falling but that it will continue to fall. In two years will the economy be in a Bamspression or be growing at a good clip again. What will yoy growth look like for cisco then. What will be the multiple then. What will be the earnings then. Now sucks but then is what we are trying to project. mike