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

To: Stock Farmer who wrote (57465)	2/11/2002 3:43:54 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

One exception, deferred revenues will go on for as long as the company is a viable entity. It's in the very nature of the way they book revenues. So deferred revenues will continue to fluctuate as revenues fluctuate. Deferred revenues aren't just used up and then never booked again. I'm sure you know this and are just being glib, but def revs fluctuate, sometimes to the upside, sometimes to the downside. The thing to watch is the trend. Are we seeing a company in trouble who is borrowing from deferred revs to prop up current rev numbers? I don't think so, although you seem to be implying this. If deferred revs go down again next quarter, then I'll say we'd better get real cautious. But until then, one data point does not make a trend.