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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.83

+0.1%

9:54 AM EST

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To: Yogizuna who wrote (39425)	8/12/2000 2:16:19 PM
From: Lizzie Tudor	Read Replies (2) of 77397

Well, we have some examples of huge companies falling off and it isn't pretty - microsoft obviously one, imo msft would have declined whether they were ruled a monopoly or not. So there is always that risk with these mega-cap stocks. The thing with cisco is that it is growing faster than its smaller (but also huge) competitors such as NT which are focused in the hot growth sectors - right now optical but its always something... the important thing to me is Cisco's growth relative to his peers. So as long as Cisco recognizes revenue in a consistent way that is aligned with other communications companies that sell into the same markets - thats what I want to see, and imo Cisco is doing that. I am not interested in Cisco recognizing revenue in a different, more conservative way than their competition, then I can't figure out what is going on. We see that sometimes in software and it is a real pain. So if you are going to harp on Cisco accounting practices then to make me happy you'd have to go against the entire industry.

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