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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

3:59 PM EST

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To: Wyätt Gwyön who wrote (50384)	3/26/2001 11:26:56 AM
From: GVTucker	Read Replies (1) of 77400

Mucho, RE: Certainly some articles at the sites I mentioned greatly improved my understanding of Cisco's financials--an understanding I don't think I could have gained simply by looking at SEC filings myself, as I lack the accounting expertise. The articles and chat postings at grantsinvestor by Robert Tracy were particular helpful. I would note that Tracy is a CPA. I guess the one thing I keep going back to is that CSCO's financial picture and their financial statements are a lot clearer than a whole host of other companies that essentially are intentionally trying to deceive investors. This goes on a whole lot than the SEC would like to admit. I haven't seen the actual intent to deceive at CSCO like I have in a whole host of other circumstances. In fact, when you look at CSCOs two largest competitors, LU and NT, there's a whole lot more fuzzy math there than at CSCO.

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