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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.87-0.1%Jan 9 9:30 AM EST

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To: GVTucker who wrote (42391)11/6/2000 1:52:46 PM
From: The Phoenix  Read Replies (3) of 77400
 
GV,

focusing on the size of the backlog as an indicator of the reliability and size of revenue
growth


Really... so in your earlier post you suggested that analysts were unaware of the backlog... and now this is a focus for determining revenue reliability. Seems to me that if you change the measurements then you have lost consistency. How will they measure CSCO next year??? I don't know, just seems to me that there are far better variables to center on. But I won't go into the obvious detail with you and I am sure you understand this better than I.

OG
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