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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 74.40-1.4%3:59 PM EST
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To: The Phoenix who wrote (42394)11/6/2000 1:59:32 PM
From: GVTucker  Read Replies (1) of 77400
 
Phoenix, RE: so in your earlier post you suggested that analysts were unaware of the backlog

I said that a while ago they were unaware of the backlog, not that they aren't now. I was exaggerating, sure, but really the analysts weren't looking at it much at all. Now they are.

Just to give an example of what I'm talking about, here's a quote from yesterday by Tim Ghirskey, a senior portfolio manager at Dreyfus:

The backlog has been big and growing. This is a very diversified company. We think that they continue to gain market share, and they've had a lot of [customer] wins."

Implicit to me was that he thinks that the growing backlog was an indicator of those customer wins. Note that Ghriskey's company owned more than 92 million shares of CSCO at the end of the 3Q.
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