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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 9:30 AM EST

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To: lawdog who wrote (34591)	5/4/2000 7:52:00 AM
From: GVTucker	Read Replies (2) of 77399

lawdog, RE: Is CSCO engaged in high risk lending ala S&L crisis? Is this company really managed as well as you think? This would indeed be a worry if it was true. In fact, one of the alarms that could have given notice that Lucent was going to warn was the extent of A/R and its vendor financing. All of that warning was contained in the balance sheet and cash flow statements. But take a look at Cisco's balance sheet before you make such an accusation. If Cisco was aggressively engaging in vendor financing to the extent that this was a driver of Cisco's growth, then there would either be a growth in a long term receivable asset or a growth in A/R days. There is no long term receivable, and A/R days have declined over the past year. In addition, if you take the time to call Cisco, the people there are about as honest and open as any company I have ever talked to in Silicon Valley or anywhere else, for that matter. Hey, I am about as bearish as they come on Cisco, and it is impossible for me to justify the current valuation. But if you're going to present a bearish argument, please do a little better homework. You're giving us bears a bad name.

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