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

To: jerryrom who wrote (25427)	5/11/1999 7:28:00 PM
From: Eric	Read Replies (1) \| Respond to of 77399

I finished listening to the CC at about 315PDT and felt that the company had another solid QTR. I got a kick out of some of the analysts trying to pin Chambers down on the Sratacomm scene but he deflected it pretty well and said that they would address questions about that area during the next CC. The product mix for that segment sounded ok to me. They are not worried about Y2K but are getting more concerned about the "Government"! Chambers spent a lot of time discussing accounting changes related to options and how that relates to small to medium companies. He sure has a burr under his seat about that one. I do agree with him that that may stifle new emerging companies. Eric