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

To: JeffT who wrote (57246)	2/7/2002 10:35:09 AM
From: GVTucker	Read Replies (2) \| Respond to of 77400

Jeff, RE: When deferred revenue increased last quarter did all the shorts jump in here to say that Cisco revenues were "understated"? No. So it is ridiculous to now play the other side. No, it isn't. Last quarter deferred revenues were well within the recent historical range. In the most recent quarter they weren't. Please note my original note. It wasn't negative; it was pretty neutral. I stated one negative point, which everyone seems to be getting rather paranoid about. I stated one positive point, which you seem to be forgetting. A neutral report and a very expensive stock means that the stock trades down. It has nothing to do with being a short or a long.