Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stock Farmer who wrote (51171)	4/6/2001 1:18:05 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77398

Let's see what happens when the 10-Q comes out for this quarter. I'll be interested in seeing their cash flows as well. You may be right about the $3B less in cash and securities, but it may not be for the reasons you think. I bet if they have that much less, it will have more to do with investment markdowns than from operations. In addition, if they do a bunch of inventory and A/R writedowns (increases in reserves), what we'll see in operating cash flows in an increase, so that will skew cash flows upwards. I'm guessing we'll see some really wierd numbers this quarter. Too many variables to say how it will all pan out, but we can both interpret it when it comes out.