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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (5371)	8/4/1998 8:46:00 PM
From: R Stevens	Read Replies (2) \| Respond to of 34811

Chambers made much the same cautionary statements last quarter about Asia The market back"drop" has changed significantly since last quarter. The new item this quarter is that Asia will not be a major player in CSCO's revenue strategy for the next few years. Do you consider any of the following new items? (The capitalization is from the news source) 17:25 [CSCO] CISCO: CAUTIOUS ON INDUSTRY GROWTH RATES OVER NEXT 12 TO 18 MONTHS. 17:24 [CSCO] CISCO: EXPECT TO GROW AT INDUSTRY GROWTH RATE. 17:23 [CSCO] CISCO: SEES GROSS MARGIN TO CONTINUE TO DECLINE. 17:20 [CSCO] CISCO: CAUTIOUSLY OPTIMISTIC ABOUT US, CANADA AND EUROPE. 17:17 [CSCO] CISCO: KOREA STILL BIG CONCERN, COULD DECREASE DRAMATICALLY. 17:15 [CSCO] CISCO: SEES MORE COMPETITION FROM OLD-WORLD VOICE/VIDEO DATA COMPETITORS. 17:15 [CSCO] CISCO: SEES ASIA IN MID TO HIGH SINGLE DIGITS IN TOTAL BOOKINGS. 17:15 [CSCO] CISCO: NOT MODELING ASIA TO PLAY MAJOR ROLE IN STRATEGY IN NEXT FEW YEARS. 17:15 [CSCO] CISCO: SAYS ASIA LIKELY TO GET WORSE BEFORE GETS BETTER. 17:15 [CSCO] CISCO: CONCERNED ABOUT COMPETITION FROM STARTUPS AND TRADITIONAL COMPETITORS. 17:15 [CSCO] CISCO CEO: CONCERNED ABOUT ECONOMIC CONDITIONS IN ASIA. cbs.marketwatch.com