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 75.90

+0.6%

10:38 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: lawdog who wrote (35662)	5/17/2000 9:02:00 PM
From: The Phoenix	Read Replies (2) of 77400

I think you're looking for something that's not there. The smoke is being manufactured by those that are concerned about valuations. I think CSCO does less financing due to the nature of the companies they sell to. Since they are predominantly (still) enterprise CSCO most likely expects these businesses to get their own financing. It's RBOC's and larger ISP's that expect the vendor to carry the paper. CSCO is in front of less of these deals (as a percentage) than their competitors. Regarding the "glut of equipment". The half life of this equipment isn't all that great. I wouldn't expect this to be a significant impact. As for China.. again, they have purchased insignificant amounts relative to the potential growth. OG

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next