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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Cactus Jack who wrote (47516)	2/6/2002 8:01:46 PM
From: stockman_scott	of 65232

<<"Pro forma" is going to be a dirty expression for some time.>> jpgill: I tend to agree with you... Yet, CISCO is a far cry from Enron (a firm that cooked the books and funneled things through off-shore partnerships to keep debt off the balance sheets). Cisco also has tens of billions of dollars in cash and they seem to be MUCH HEALTHIER than competitors like Lucent or Nortel. I'm sure Cisco booked profits in a way that they thought was appropriate...I wonder what their auditors have to say about it...? Regards, Scott

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