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

To: kvkkc1 who wrote (38862)	8/5/2000 11:17:35 AM
From: Kenneth E. Phillipps	Read Replies (2) \| Respond to of 77400

Cisco Watch: Cisco's courtroom drama By Phil Harvey Redherring.com, June 23, 2000 redherring.com

To: kvkkc1 who wrote (38862)	8/5/2000 11:17:53 AM
From: RetiredNow	Respond to of 77400

I agree completely. What's more, the real reason why Cisco has beat by a penny for the last I don't know how many quarters is that Cisco is growing gangbusters, so they have the opportunity to throttle back at the end of the quarter to exactly the earnings they want, which is a penny over estimates. If Cisco WAS cooking the books then we would already see the signs in skyrocketing DSO, erratic cash flows, larger inventory levels, book-to-bill less than one, etc. The other thing is that I really think Chambers would warn prior to earnings if there was a problem. Therefore, I am pretty confident that Cisco will once again beat by a penny this coming Tuesday. I've been long since '95 and I sure am happy I still am. Good luck all!