Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.34

-0.1%

1:32 PM EST

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To: RetiredNow who wrote (57438)	2/11/2002 12:32:20 AM
From: Stock Farmer	of 77400

Multi Part Reply Part 5: Deferred Revenue & Guesses Deferred Revenue Deferred revenue used in 2Q was about 15% of reported earnings. At least going by the preliminary financials in Cisco's press release. If the use of deferred revenue goes to zero, then at constant revenues their economic earnings will have to increase by 15% in order for accounting earnings to remain flat in Q3. Guesses I'm guessing when the veneer is peeled off we see more of the same Cisco. Improving. Yes. But a tiger doesn't change its stripes overnight. Not without shedding an awful pile of fur. I note from the press release that Shareholder Equity increased by only 1.0 Billions. So if you are right and Operating Cash Flow was 2 Billions, then the other Billion still managed to vaporize somewhere.

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