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

To: Ed Forrest who wrote (53740)	6/20/2001 6:58:42 PM
From: jim bender	Read Replies (3) \| Respond to of 77400

Will this help Cisco? Lucent is having big time financial problems. Nortel is getting there with Lucent. What this means to their customer? Will the customers make a long term investment in their products? Juniper also missed the numbers for this quarter and expected to do the same for next quarter (as telecom spending is reducing). Which may get them into financial trouble? What this means to Cisco? May be a great breakaway opportunity here? Any thoughts?

To: Ed Forrest who wrote (53740)	6/21/2001 1:19:06 AM
From: calgal	Respond to of 77400

Cisco sees 50-60 pct China sales grth for coming yr 6/20/01 12:27 AM Source: Reuters investor.cnet.com

To: Ed Forrest who wrote (53740)	6/21/2001 8:56:05 AM
From: REH	Respond to of 77400

Cisco 4th Quarter Revenue Guidance Still Stands - Senior Vice President SINGAPORE -(Dow Jones)- Cisco System Inc.'s (CSCO) fourth quarter revenue will likely remain within the global systems integrators' earlier guidance of a decline of up to 10%, a senior executive told Dow Jones Newswires Thursday. Gordon Astles, a senior vice president and head of Asia-Pacific operations, added that though there is still time before the quarter ends, "most analysts expect" revenue to be on the low end of the guidance. Cisco reported revenue of US$4.73 billion in the third quarter and had predicted revenue in the fourth quarter will be flat or down by as much as 10%. Cisco's earnings are keenly in focus following substantial profit warnings by rivals Nortel Networks Corp. (NT) and Juniper Networks Inc. (JNPR). Astles was speaking at Cisco's official launch of its Singapore office and also predicted that the company's growth in the Asia-Pacific region will be driven by China and India, even though the rest of Asia is at the brink of a recession. "Our expectation is that Asia will be less hurt than the U.S.," he said because the region continues to spend on building up its Internet infrastructure. Including Japan, Asia-Pacific accounted for 18% of Cisco's revenue. China alone accounted for 5% of sales. -By Hasan Jafri, Dow Jones Newswires; 65/421-4828; hasan.jafri@dowjones.com (This story was originally published by Dow Jones Newswires) Copyright (c) 2001 Dow Jones & Company, Inc. All Rights Reserved