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To: im a survivor who wrote (8623)8/6/2002 6:07:37 PM
From: stockman_scott  Respond to of 13815
 
CISCO Conf. Call Notes...

Very solid. Execution is awesome. Gross margins 67+%, net margins 20+%. Operating at same metrics as the late 90's. Revenues up vs last q4. Really good. Guidance flat to slightly higher sequentially...Increasing stock buyback by $5 billion.

Really good call. Worth a listen.

corporate-ir.net