Table: Eating Their Words

DEC. 4, 2000

"Let me be clear. We are not changing guidance." - Cisco CEO John Chambers

FEB. 6, 2001

Cisco lowered sales-growth projections from 50%-60% to 40%.

JAN. 18, 2001

"Demand has not changed." - Nortel CEO John Roth

FEB. 15, 2001

Nortel lowered revenue growth projections for 2001 to 15% from 30%.

FEB. 8, 2001

"I think we can" continue to grow 30% a year. - Oracle CEO Lawrence Ellison

MAR. 1, 2001

Oracle posted 9% third-quarter revenue growth.

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