Cisco Systems, Inc. (CSCO) Message Board

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)

CSCO 78.32

-0.1%

Jan 30 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stock Farmer who wrote (52135)	4/25/2001 5:59:35 PM
From: Bill McEachern	Read Replies (2) of 77400

No doubt any acquisition made recently will be looked at by Cisco for possible chopping. They will want to clean up the balance sheet ... the accountants will be writing off everything including the kitchen sink to restore quarterly linearity going forward. I suspect an apples-to-apples comparison will be hard to do on Cisco for another quarter or two. Especially if they start reclaiming that $2.5B in inventory that they wrote off as needed to smooth out the next couple of quarters. Restoring some kind of linear growth story will be key for all companies to win back the analysts. The same goes for most other tech stocks out there. I read JDS was attempting to do a $40B goodwill write down. Lots of dirty laundry hiding in those closets ... best to air it out now. Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next