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Strategies & Market Trends : Take the Money and Run -- Ignore unavailable to you. Want to Upgrade?

To: Ron Dior who wrote (13555)	8/6/2002 4:38:56 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 17639

Ron, for a company that has a fair amount of premium built into the stock to reflect that it is a growth stock, any "missing" on the topline should be to the upside. CSCO is a great company and I don't think that this is an indication of a misstep on there part. I just see it as further indication that the economy isn't allowing CSCO to perform to expectations. And miss this quarter means that they will be going into next quarter with a less than stellar backlog.