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Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?

To: Augustus Gloop who wrote (3043)	5/3/2002 3:51:32 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 6346

hey!!!! what are you implying there?

To: Augustus Gloop who wrote (3043)	5/3/2002 3:55:20 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 6346

At least some of that has been jettisoned <g> They are still jettisoning... in stealth mode though, so thats good. Coming from software I am in awe of cisco. We have gorillas in software (orcl) who have been completely unable to pick up mkt share against the competition in this climate. Sebl, manu even prgn still own their business and orcl isn't doing anything about it. Sap has managed to make some inroads against i2, so theres one. Csco otoh seems to be gobbling up everybody. My supply chain sources say they did in fact close their books early so I'm not expecting a downward surprise from cisco this qtr as far as actuals. Guidance another matter, of course. L