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To: patron_anejo_por_favor who wrote (94777)	4/16/2001 4:18:06 PM
From: XBrit	Read Replies (1) \| Respond to of 436258

4Q revenues flat to -10% sequentially, on top of the 30% decline for 3Q. 2.5 Billion inventory writeoff, that's a lot of beige boxes. All in all, seems worse than expected.

To: patron_anejo_por_favor who wrote (94777)	4/16/2001 4:18:41 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

....but wait! There's more: 4:12pm 04/16/01[CSCO] CISCO SEES Q3 EPS IN VERY LOW, SINGLE-DIGIT RANGE 4:11pm 04/16/01[CSCO] CISCO SAYS INITIAL COST SAVINGS TO BEGIN IN Q4 4:10pm 04/16/01[CSCO] CISCO SEES WEAKNESS IN KOREA, TAIWAN, AUSTRALIA, JAPAN 4:10pm 04/16/01[CSCO] CISCO TO CONSOLIDATE EXCESS FACILITIES 4:10pm 04/16/01[CSCO] CISCO SEES Q4 REVENUE FLAT OR DOWN 10% VS Q3 Note that the warning applies to the 3rd quarter!! Whatever happened to the "2nd half story"? Revs down 30% and q4 revs flat compared to q3???? Single digits, and soon....

To: patron_anejo_por_favor who wrote (94777)	4/16/2001 4:20:07 PM
From: UnBelievable	Read Replies (1) \| Respond to of 436258

Good Thing There Is No Reduction In CapEx

To: patron_anejo_por_favor who wrote (94777)	4/16/2001 5:29:18 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 436258

Patron so what else is new ? I warned already on August 8, and was threaten if I will not shut up. Message 15669529 Haim

To: patron_anejo_por_favor who wrote (94777)	4/16/2001 5:48:34 PM
From: Don Lloyd	Read Replies (2) \| Respond to of 436258

patron - Cisco changes strategic direction. Expects to redeploy most of its unsold inventory to form an electronic stock exchange to be called CISDAQ. CISDAQ to be entirely devoted to trading in the 3500 new spinoffs created when Cisco disgorges all of its acquisitions over the last ten years. CSCO itself to be converted to a tracking stock, residing in a mountain railroad tunnel in Colorado and looking for the light at the end. -g- Regards, Don