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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.12

-0.4%

3:59 PM EST

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To: rkral who wrote (61306)	9/18/2002 2:46:44 PM
From: GVTucker	Read Replies (2) of 77400

CSCO's 10-K is out. A few notes: A/R rose faster than revenues, with DSO up 3 days. In addition, the allowance for doubtful accounts declined. Dell was noted in the list of competitors. I don't remember that name being there before. The backlog dropped $600mm to $1.4 billion. While I've seen a couple of other analysts who think this is no big deal, it seems a bit more important to me. The thesis in the buy CSCO camp right now is that the slowdown isn't really affecting them that much, and the solid top line is pointed to as a prime exhibit. The sharp backlog drop might mean that CSCO isn't as immune to the downturn as some think.

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