7. what are the implications of Tiger and Soros closing
For Cisco or the market. For the market, I would guess it couldn't be good, but then again, couldn't be too bad either. (tiny tiny percentage of funds allocated). And they wouldn't be closing if they had invested in Cisco, most likely. :)
8. did you notice any weaknesses in CSCOs report. What are "other assets" and why did they grow at over 120%; why are CSCO A/R's stagnating, why are CSCOs current liabilites increasing at such a rapid rate?
These seem like very valid questions. I wonder that the analysts at during the CC didn't ask them. Of course, I'm just an engineer, so I don't have any opinions on them yet.
9. What percentage of CSCO vendor financing has been to dot-boms that have going concern issues
I believe this questions was answer with the statement that only 5% of sales involved vendor financing. As this is still a very very low number, I think the financial community feels this point is not relevant to Cisco at the current time.
10. How will CSCO employees react to a loss of their option incentives
Umm, what are you talking about? Cisco has an probably always give give out options to every employee every year. For the employee's that got them in 96, 97, 98, and 99, they are still very very much still in money. If they were to fall out of the money, then watch out, Wall Street!
If you are talking about a change in policy disallowing NQ options (or changing there tax benefits), I have no opinion. I would state that a company as large as Cisco might have a little pull in Washington.
11. What are your thoghts on inflation. How will a high interest rate environment affect CSCO?
Duh. Inflation is bad for stocks. (maybe not gold stocks, but they are truly dogs. If inflation gets so bad that Bonds hit 12%, then why wouldn't people put most of there money in bonds. But Cisco is likely to get hurt less than most, and long term, only Stocks beat inflation (not cash, or bonds)
12. any concerns about the Euro.
I thought Cisco was based in San Jose? :) Seriously, as it effects the customer base in Europe it has to be a concern, but not a big one at this point.
13. Any thoughts on Janus closing 3 funds
Janus holds an incredible amount of stock in Cisco. I wonder how much stock was in these 3? I wonder if they were value funds? I wonder if they were dot-com funds. I'd think you'd have to look at what funds, and where the money went.
14. Any thoughts on technicals of the markets
Personally, I don't believe in magic. I don't like the idea of momentum trading (although it has made people a lot of money in Cisco). Short term, technicals certainly look bad. Everybody is likely to get hurt. Cisco less than others. |
