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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: GVTucker who wrote (34594)	5/4/2000 11:09:00 AM
From: lawdog	Read Replies (1) of 77399

GV, I took your word for it on the A/R #'s, but it seems that you may spoken with too much haste. The simplest financial analysis, quarterly percentage change, is verifying that the vendor financing mentioned in the Forbes article is already impacting CSCO. A/R grew at nearly twice the rate of sales in between the previous 2 qtrs. Looky: 10/30/99 sales = 3914 A/R = 1420 1/29/00 sales = 4350 A/R = 1711 percentage change sales = 11% A/R = 20% Therefore, A/R days are also increasing. A qtr to qtr anomaly? Next week we'll find out. This could be very interesting. BTW, it is possible that vendor financing is included in some other number on the financials. I'll look into it when I have the time. Too busy in the day job right now. Later. BTW, so this is the kind of analysis that you recommend doing to keep bears from getting a bad reputation.

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