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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.77

-0.1%

10:08 AM EST

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To: GVTucker who wrote (42387)	11/6/2000 1:44:53 PM
From: The Phoenix	Read Replies (1) of 77400

HUH? Where did you get this argument from? GV, you're typically far more analytical so pardon my surprise. First analysts were aware of the CSCO backlog and have been for years - this has been sighted as one of the reasons CSCO can deliver such predictable earnings. Backlog however is not necessarily a good thing I would guess... Seems to me that the larger the backlog the longer it takes customers to get product so too large a backlog would cause a loss of business. Using the size of the backlog as a baramoter for sector health seems like a reach to me. I wouldn't over read this. OG

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