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

To: RetiredNow who wrote (39579)	8/16/2000 7:40:42 PM
From: Eski	Read Replies (1) \| Respond to of 77400

Hand writing on the wall for CSCO? My take CSCO will disappoint the street within the next 3 quarters. Will be interesting to watch, that will be good for -300 points on the Nasdaq.

To: RetiredNow who wrote (39579)	8/16/2000 8:07:57 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Mindmeld, Did you read the explanation of "flow ratio". It argues that the greater your short term liabilities the better off the fundmentals - all else being equal. So for a company like Cisco that is still generating positive cash flow of 1/2Billion a month this could be viewed negatively... that is they may take advantage of early payment discounts which would increase the so-called flow ratio skewing the data. Secondly - as you pointed out.. and the article - the markets Cisco is entering into have capacity constraints and Chambers addressed this on the call and CSCO is actively bringing in inventory to meet demand... he said this would continue until capacity problems are eliminated. Finally - A/R... of course... Cisco capital is a success. The fools suggestion that these are interest free is an incorrect presumption. The writer should investigate further. Some of the A/R I believe is the current portion of a long term recievable/loan. I don't believe Cisco's leasing problem is interest free. OG

To: RetiredNow who wrote (39579)	8/17/2000 4:48:03 PM
From: Yogizuna	Read Replies (1) \| Respond to of 77400

Thank you for that link. Very interesting information there at the "Fool" site. I'm not too worried about these "small chinks" in the armor of CSCO yet, but things like extending easier terms to customers and increasing inventory levels is not what one wants to see in a high valuation stock that is the darling of Wall Street..... We are still in a sideways trading range here, but the hourly chart is now oversold so we could get a little pop to the upside as that chart works off it's oversold condition. The key here is the weekly chart in my opinion, as it is on the brink of rolling over to the downside should the stock not start rallying fairly soon. So we do not want to see anymore falling prices for awhile now or else..... (in my opinion) Yogi