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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: lawdog who wrote (34595)	5/5/2000 11:25:00 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77399

OK. So what you are saying is that risky customer lending practices only show up all at once. There are no indicators because Cisco is incredibly ingenious about hiding the trail. Your assumptions are all wrong. Your leading indicator for bad lending practices is bad debt, AR growth outpacing revenues, increasing DSO, decreasing or choppy cash flows, etc. Cisco shows none of these symptoms. One disclosure for you, I watch these things like a hawk, because I have always been dumbfounded by Cisco's consistency and ability to deliver. So being a CPA, I look for these things constantly within Cisco's F/S and haven't found anything that really stands out. All the hallaballoo about options overstating earnings is ludicrous as well. Sure it doesn't come out as an expense, but options do dilute EPS, so it does show up in the number analysts use to value companies. Anyway, enough said, let's move on to newer topics.