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

To: Wyätt Gwyön who wrote (47888)	2/5/2001 9:00:30 AM
From: GVTucker	Read Replies (1) \| Respond to of 77400

Mucho, RE: This may be offset by an increasing allowance for bad accounts. Note that there is a lot of discretion in the numbers in that item. If increasing bad accounts would cause CSCO to miss its estimates, I bet that they would keep that number low and try to make it up the next quarter. Last quarter, CSCO gave themselves a small bit of room for a future miss with the allowances. Remember the furor that the whole thing caused when CSCO released its 10-Q?