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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.75

+1.7%

2:04 PM EST

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To: RetiredNow who wrote (39579)	8/16/2000 8:07:57 PM
From: The Phoenix	Read Replies (1) of 77400

Mindmeld, Did you read the explanation of "flow ratio". It argues that the greater your short term liabilities the better off the fundmentals - all else being equal. So for a company like Cisco that is still generating positive cash flow of 1/2Billion a month this could be viewed negatively... that is they may take advantage of early payment discounts which would increase the so-called flow ratio skewing the data. Secondly - as you pointed out.. and the article - the markets Cisco is entering into have capacity constraints and Chambers addressed this on the call and CSCO is actively bringing in inventory to meet demand... he said this would continue until capacity problems are eliminated. Finally - A/R... of course... Cisco capital is a success. The fools suggestion that these are interest free is an incorrect presumption. The writer should investigate further. Some of the A/R I believe is the current portion of a long term recievable/loan. I don't believe Cisco's leasing problem is interest free. OG

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