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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.04

-1.3%

Jan 2 9:30 AM EST

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To: Eric who wrote (44645)	12/15/2000 5:20:24 PM
From: Dave	of 77400

All, Did you read about what Sagawa said.... ``In general, Cisco's balance sheet showed a lot more signs of stress than it did the quarter before,'' said Paul Sagawa, an analyst at Bernstein Investment Research & Management. As i posted on the Nortel thread, Cisco has 6.5B in cash and short term securities. Last time I checked, Lucent has 700M and LT debt to boot. Woo hoo. HOwever, one serious question, is this $275M the figure for doubtful accounts? Gotta read that 10Q, i guess... This is getting way too much.... I wonder if Lucent is paying this guy... dave

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