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To: GVTucker who wrote (51044)4/4/2001 1:39:06 PM
From: Eric  Respond to of 77400
 
GV

Well I think a great majority of the infrastructure companies have been taken down to their knees now and they can start to give some forward guidance. In Cisco's case it will be extremely conservative. From what I know about Chambers I'm expecting it.

I really do expect Cisco to "take it all out" this qtr. There is nothing to lose by this and the sooner it happens the sooner the base builds.

Each one of us has to weigh the situation. If I thought the Internet was going away I wouldn't have an investment in it. It just comes down to who the best company is in this area.

Very simple.

JMHO

Eric