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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Tassi who wrote (74950)	2/7/2002 5:00:50 PM
From: Tassi	Read Replies (1) \| Respond to of 122087

``They didn't just beat our January 2002 forecast, they beat our January 2003 forecast,'' Salomon Smith Barney analyst Alex Henderson. ``That's a whole year ahead.'' He lauded Cisco's second-quarter gross profit margins, which were 57.6 percent of revenues compared with 54 percent in the previous quarter. Henderson said that ``spectacular'' level was above what he was forecasting for the 2003 fourth quarter, and he pointed out Cisco said the rate would be up again in the current quarter. Several analysts called the sell-off in Cisco's stock a major buying opportunity. ``I'd be buying this thing all day long,'' Campbell said. ''I'd take out a second mortgage on your house and buy this stock.'' Since the start of last year, Cisco's stock has outperformed its competitors in the American Stock Exchange Networking Index (.NWX) by more than 25 percent