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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.04-0.5%Dec 31 3:59 PM EST

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To: RetiredNow who wrote (37207)6/7/2000 7:49:00 AM
From: GVTucker  Read Replies (2) of 77400
 
That is a good article from the Fool. Unusual to see such rational fundamental analysis from them.

And it also explains why, in the end, even though I think Cisco is overvalued, I wouldn't short the stock. (If it really was the house of cards the ardent bears think it is, the cash flow wouldn't be there.)

The article also explains why, even though I think that there are some hidden assets in Lucent that could be better utilized, why I don't want to own Lucent. If they could ever find somebody in management that was willing to work on the efficiency of the company, there really might be a lot more value there than anybody thinks.
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