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To: E.J. Neitz Jr who wrote (38274)2/7/2002 8:58:25 AM
From: E.J. Neitz Jr  Read Replies (1) | Respond to of 53068
 
07:37 ET Cisco helped by deferred revenues; downgraded by Dresdner (CSCO) 18.61: Merrill Lynch says that demand was overstated by roughly $200 mln due to contingent contracts exercised this qtr for products shipped in previous qtrs; maintains near-term BUY rating. Dresdner Kleinwort Wasserstein is less forgiving, downgrading CSCO to SELL from Reduce citing accounting concerns; says that revenue upside came primarily from recognition of deferred revenues, also argues that gross margins would have been 45% instead of 57% had Cisco followed the same accounting practices as its peers.



To: E.J. Neitz Jr who wrote (38274)2/7/2002 9:51:13 AM
From: Kelvin Taylor  Respond to of 53068
 
"Sees cash flow from operating activities in the high single digits, which co says should be sufficient for dividend payments and debt service."

at a price of 8 dividend yield of 33%. i'll take it!


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