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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.43-0.7%Jan 29 3:59 PM EST
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To: Stock Farmer who wrote (46054)1/5/2001 12:46:39 PM
From: The Phoenix  Read Replies (2) of 77400
 
John,

So you're saying that CSCO has increased revenues nearly two fold but there's no incremental cash from operations...even though margins have eroded only 1 point (maybe)? Where's the money going? Sure there have been increases in SG&A spending and increases in R&D - some of which is a result of minority investments (read the 10K).

CSCO is generating more cash than you think. They have taken a conservative approach in that they are writing down 100% of the cost of some of their technology investments (these are not acqusitions) as R&D.

OG
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