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

To: Stock Farmer who wrote (65439)5/12/2004 11:46:08 AM
From: Lizzie Tudor  Read Replies (2) | Respond to of 77400
 
Cisco isn't running in place, all you have to do is check out forrester or Gartner at the mkt share percentages. Cisco competition is imploding one by one, recently foundry fell apart and the wifi players after cisco bought Linksys.

Its just that this is another bear market year. The best we can hope for is that these stocks stay flat. And oil prices might drive us back into recession, who knows.



To: Stock Farmer who wrote (65439)5/12/2004 1:45:21 PM
From: rkral  Read Replies (1) | Respond to of 77400
 
John, re "Check out deferred revenues. Current portion is 3,420 or about 61% of quarterly revenue and a reserve of about $0.48 per share. One penny is about 7 day's variance in recognition rate."

Glad to see you posting. Tell me, how did you calculate the variance in recognition rate.

Ron


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