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Strategies & Market Trends : MDA - Market Direction Analysis

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To: Benkea who wrote (47709)	4/22/2000 4:10:00 PM
From: Jorj X Mckie	Read Replies (2) of 99985

It might be constructive to find out how much of Cisco's revenues come from the dotcoms that you mention and how much comes from established old world businesses and service providers as well as what the future slices of the pie are expected to look like. Without that information, the author's "entire premise" is incomplete. IMVHO I think you've lost site of the author's entire premise. The MASSIVE build out which can be found in TRAILING earnings, is LARGELY a result of capital markets which were more silly and generous than ever before. Should every company who chooses to put a .com behind its' name fail to be able to collect $100 mil in an IPO (plus follow ons and debt offerings), they will not have the dough for infrastructure since 99.5% of them are hemoraging cash. But then again, CSCO will just finance it interest and payment free until the equipment becomes obsolete in the hope that the customer (bleeding $ millions annually) will still be around to pay.

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