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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 3:59 PM EST

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To: Tony Viola who wrote (34584)	5/4/2000 1:14:00 AM
From: lawdog	Read Replies (4) of 77399

2 more cracks: Will the earth swallow permabulls whole? 1. Vendor financing - Is CSCO engaged in high risk lending ala S&L crisis? Is this company really managed as well as you think? forbes.com 2. FASB will probably eliminate pooling of interest accounting for acquisitions thus eliminating one more earnings management tool. And yes, CSCO uses pooling frequently. aicpa.org My, oh my, what a ponzi scheme. Does any tech have real earnings? Interesting possibility. CSCO's P/E is really around 1000 and real earnings growth is only around 20%. Don't know if this corect, but it seems that any number for CSCO p/e and growth is debatable. CSCO could really be worth much less than any of us could have possibly imagined. Could it be in the teens, or lower! Wouldn't that be something if even buy-n-holders of 3 years ended up with paper losses! And let me tell you something, my friends, it would take a long long time for CSCO to recover. Why should we buy CSCO or better yet why not go very short. If I were you, I would start using a new measure of valuation. Preferably one based on cash flow. Add these problems to the earnings management through options grants and the general lack of market liquidity and you have all the ingrediants for a pie in your face. Clowns, man your positions.

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