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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (45467)	4/16/2001 4:31:57 PM
From: Jacob Snyder	Respond to of 70976

Yes, if I turn out to be wrong (about a upcoming downturn in consumer spending), then the rally in semis and semi-equips based on inventory clearing, will be a sustainable rally. I probably won't be that nimble. I'll just have to take my losses.

To: michael97123 who wrote (45467)	4/16/2001 4:38:24 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Mike, now Cisco has some visibility nasdaq.com`&selected=CSCO` mktnews.nasdaq.com\www\nasdaq\news\bw\2001\04\16\BU20010416-1605-BW0412-0.html&usymbol=CSCO excerpt >Cisco expects revenue for its fiscal third quarter to be down approximately 30 percent sequentially from fiscal second quarter, which was $6.7 billion. The Company expects to be profitable for the third quarter, with pro-forma earnings per share expected to be in the very low, single-digit range. As global economies and capital spending inevitably turn around, the Company's long-term expectations for its segment of the IT industry remain at 30 to 50 percent growth per year.< Cisco reports the week of May 8. Gottfried