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

To: Tulvio Durand who wrote (18688)	11/2/1998 11:56:00 AM
From: Tom_	Read Replies (2) \| Respond to of 77399

"CSCO To warn of growth slowdown"??? Tulvio- Somehow this prediction makes sense to me. Why else would their exec let it slip down Argentina that expectations are for 25%+ growth? Or has this quote been discredited now? It seems entirely possible to me that it was a trial balloon, or pre-emptive leak, or whatever, to lower expectations gently. Tom

To: Tulvio Durand who wrote (18688)	11/2/1998 11:58:00 AM
From: Eric	Respond to of 77399

Tulvio Mortabridge (sp) was at a conference and stated that they (Cisco) would break $10 billion a year shortly and that growth would be 20 to 40% if my memory serves me correctly. That comment scared some people but it was taken out of context. I don't expect Cisco to announce that top line growth will come down as much as some of these "so called analysts" are saying. Cisco has always said for at least the last 2 years that growth rates would slow down in some areas of their business just because of the size that the company is reaching. It reminds me of Microsoft crying wolf... It's just good due diligence! Eric

To: Tulvio Durand who wrote (18688)	11/2/1998 2:39:00 PM
From: Z268	Read Replies (1) \| Respond to of 77399

Re: Cisco growth Please read Cramer's article, and that of the editor of The Street.com fnews.yahoo.com These, and a number of articles recently suggest that economic activity is on the rebound in Asia. Japan is re-capitalizing its economy. For Asia to compete effectively with NA and Europe going forward, as part of this re-capitalizing, all Asia will need increased capital spending on hi-tech infrastructure. IMO, this bodes well for the growth of companies such as CSCO, INTC, MSFT etc for the next few years. The Asian cylinder (driving hi-tech growth) which has been sputtering recently looks like coming on full bore later in 1999. Steve