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

To: RetiredNow who wrote (50661)	3/29/2001 11:44:13 AM
From: GVTucker	Respond to of 77400

When companies are structured for high growth like CSCO, decreased revenues can indeed translate to negative cash flows, even if profitability hasn't turned negative. It happens all the time. I'm not saying that this will happen at CSCO (we'll get a better indication after the coming quarter) but given the inventory build up and AR increases that we've already seen, it is scarcely a done deal that CSCO will continue to build it's cash hoard.

To: RetiredNow who wrote (50661)	3/29/2001 11:56:00 AM
From: michael97123	Read Replies (2) \| Respond to of 77400

MM, When will Chambers have visibility? Isn't there a big tech conference at the end of April. That plus the end of mutual fund bailing on tech tomorrow at 4pm should make april more friendly to tech????. Fed governors keep calling for 2nd half recovery. At least let's give them a 50% chance of being right. They have been more right than wrong in the past. BTW, No visibility means exactly that. Chambers cant make meaninful forecasts (yet) and it doesnt mean the sky is falling.. Mike