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

To: Eric who wrote (11925)	1/29/1998 6:11:00 PM
From: Matthew	Read Replies (1) \| Respond to of 77400

<It's going to be fun listening to the conference call, just a few more days!> Eric; I am also a bull with capital B. However, as far as the conference call goes I think that the effect will be to bring the stock down in the short term. I am almost certain that their will be strong cautionary words about Asia. As has been discussed on this thread, Cisco's exposure in Asia simply is not that great but that won't stop people from getting scared. If you think about it Chambers has to caution about Asia because he (and everyone else) dosn't know what the full impact will be. Even though everywhere else is strong, investors are still not ready to be rational about Asia. At the same time any effect from the above will be short lived and recovery will quickly follow. Cheers.

To: Eric who wrote (11925)	1/29/1998 6:25:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 77400

Eric, I would enjoy listening to Chambers even if he was delivering bad news <g> He's like a breath of fresh air. Tell your dad and brother to start accumulating on the dips....I'm sure they'll thank you for that wonderful advice<vbg> bp