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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: ViperChick Secret Agent 006.9 who wrote (5705)	2/4/1998 12:11:00 PM
From: broken_cookie	Read Replies (2) \| Respond to of 42787

lisa, From the CC:Chambers--> --"at times we may grow above or below that" referenced to consensus industry growth rates of 30 - 50 %. Very helpful comment.:) --"we have not seen any fundamental changes in terms of the technology or growth drivers of the industry." --Japan 10% of total business, down from 12% last quarter and 15% last year. "we are modeling a very slow asian recovery." -- China could feel the impact of its neighbor's problems. -- North America + Europe remain strong. Market share increasing. -- Shortened lead times in filling orders continues to makes it tough to predict earnings, Cisco could even miss a quarter down the road. Over all the industry looks very healthy.