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To: Marcel who wrote (33213)	2/4/1998 1:48:00 PM
From: pat mudge	Read Replies (3) \| Respond to of 61433

[Cisco CC] this was hilarious...Chambers actually said that if you extrapolate the momentum that they have had vis-a-vis their year over year growth into this market, he is expecting to be either 1 or 2 in market share...talk about smooth talking...sheesh That's why I wish we could get written transcripts of the conference call. They talked so fast it was nearly impossible to catch it all. And the quality of the recording was inexcusably bad. You have to analyze exactly how the words are phrased if you want to get at the truth. Even though I own Cisco, I still believe they have a bigger challenge in the voice arena than most realize. I have no doubt they'll meet those challenges, but not by waving a wand. They'll likely lose market share in some areas and margins will decrease. Doesn't make them a less than fantastic company. Just means they don't walk on water. Just my take. Pat