SyncMan, I have posted numerous articles and I am as qualified as any analyst to comment on CSCO accounting and financial issues.
I'm not asking anybody to stop posting (even Mighty Mouse is one of my favorites to read), I would just like you to prove "qualified as any analyst". If you are so qualifed, doubtless you can provide EXAMPLES and other SOURCES for what your claim's are, rather than just proclaiming something without any backup at all.
And no, I don't take the Options Excercise problem very seriously at the moment. For One, everybody does it, and number two: they broke them out of the operating revenues so everybody could see what was going on. At the moment, it doesn't look like a problem.
Please, Law, give me some examples I can use, not just bashing for the sake of being annoying, or because you didn't invest in CSCO October 1999.
What we do know:
Enterprise growth up 50+ percent. SP growth up 80%. Cash generated per month: close to 500 million. No long term debt. No short term debt.
(care to comment on any of these?, and why it will result in meeting 200 Moving Average before new high) Perhaps the reason will be Greenspan. It's the only one I can imagine at the moment. |