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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.62

-0.3%

12:33 PM EST

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To: Lizzie Tudor who wrote (65414)	5/11/2004 9:54:32 PM
From: Peter Joseph	Read Replies (1) of 77400

<< cookie jar accounting >> What exactly are you referring to? IMHO, Cisco has always provided more excruciating details on the numbers than just about anyone else. Nothing to hide. How many companies can you say that about? i listened to the entire conference call. The tone was upbeat and genuine, more so than the previous quarters (same observation as an earlier poster). << when options are expensed >> One of the last questions asked was about this. Cisco's position has not changed. (Not that i agree with it. But tech companies must be doing furious lobbying in Washington.) << plus they are hitting that revenue wall now. >> What wall? Growing at 3-5% q-to-q and 22-25% y-o-y. And for a company with extremely big numbers, these are darn good growth rates, i'd say. As compared to the competition (shrivelling, accounting scams, top execs paying themselves first). Now, is the stock fairly valued? That has a different answer. <g>

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