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

To: GVTucker who wrote (64162)	6/1/2003 7:30:16 PM
From: Lizzie Tudor	Respond to of 77400

I very seriously doubt that John Doerr would disclose proprietary information like that to any outside party. That's a quick and sure way to kill his firm's image for good. Well I doubt he would disclose the current balance sheet or anything, but these VCs "float trial balloons" (one of the lamest pieces of VC-lingo I've ever come across) all the time- except usually it is in the context of getting some kind of deal from a supplier or getting an employee to sign on the cheap based on the promise of their stock grants or something. Somebody gave me the estimates <wink wink> for Ariba a few years ago pre-IPO, this individual was affiliated with Benchmark although not a partner, as it turns out he was right almost to the dollar. So, it happens with hot issues all the time, although it is supposed to be pure speculation. If I were Doerr I would outline 2 companies without identifying the company name, one of which was Google and the other some loser and indentify how options expensing levels the field, or makes the slow grower look more appealing on the financial statements. Everybody is going to know who he is talking about.