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

To: Craig Lawler who wrote (51537)	4/16/2001 11:37:39 PM
From: john dodson	Respond to of 77400

<<On person asked about that 30-50% growth rate and Chambers danced. Basically, the called got him to agree that the growth rate could be from where CSCO bottoms out, not from their previous high>> Exactly. 30-50% revenue growth from what base? That is exactly the question. If revenue falls off a cliff, who cares right now if it grows 30-50% from the bottom--especially since a convincing call for just where that bottom might be has not been made just yet...

To: Craig Lawler who wrote (51537)	4/17/2001 3:35:53 AM
From: Psycho-Social	Read Replies (1) \| Respond to of 77400

RE John Chambers and Michael Dell: This tech recession is separating the wheat from the chaff as far as the quality of CEO's is concerned. Michael Dell was as much the braggart as the other billionaire tech kingpins at the peak, but he seems to have avoided the pitfalls of Chambers, Bezos etc in the way he grew his business and in the way he has responded to the tech slowdown. With Chambers, we're finding a lot of dirty laundry: using acquisitions to inflate earnings, financing shaky customers, allowing inventories to get bloated because he refused to believe that his company was affected by the economic cycle. Bottom line: Michael Dell is emerging as a first-rate CEO, John Chambers as second-rate.