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

To: JakeStraw who wrote (59619)5/29/2002 1:21:26 PM
From: BWAC  Read Replies (2) | Respond to of 77400
 
I think Ms. Maher is unimpressive and her analytical skills are a bit tepid.



To: JakeStraw who wrote (59619)5/29/2002 2:08:26 PM
From: Mick Mørmøny  Read Replies (1) | Respond to of 77400
 
Ariane Mahler is one hot cookie. Her picks are AV, LU and TLAB.

She was on CNNfn before 2 p.m. ET. She speaks with an accent. Watch out if she goes for you. With her smile, you'll definitely have a beautiful BB, as in baby.☺

Mick (_$_)



To: JakeStraw who wrote (59619)5/29/2002 7:57:32 PM
From: Victor Lazlo  Respond to of 77400
 
<<Ms. Mahler said the improvement had less to do with sales increases, and more to do with how Cisco was using excess inventory, for which the company took a $ 2.25 billion charge last year. She suggested Cisco's use of the inventory was artificially inflating gross margins. >>

As my posts at the time of the earnings release indicate, I agree with Ms. Mahler. I just hope she didn't plagiarize my comments.... <gg>


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