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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.99

+3.1%

Nov 12 3:59 PM EST

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To: Ed Forrest who wrote (38677)	7/31/2000 1:14:28 AM
From: patron_anejo_por_favor	Read Replies (5) of 77398

That's one possibility. The other is that the balance sheet is tortured just enough each quarter to confess ".01 above analyst". Doesn't the "coincidence" of it being EXACTLY .01 over each quarter for, what, the last 3 years or so bother you at all? This in spite of the fact that they make multiple acquisitions each quarter, presumably each with their own integration costs and effects (presumably) positive or negative on earnings. This in spite of the fact that an increasingly large share of CSCO's revenues are self-financed. I won't even get into the fact that there are enough shares of CSCO outstanding now to allow every man woman and child on earth to "participate in their growth". Or the questions of whether pooling of interest accounting adequately structures cost of acquisitions in their balance sheet. Or whether any company with a $440 billion dollar market cap should be awarded a PE of 177 or a price/sales ratio of 27. I won't even TOUCH the issue of future earnings by dilution from employee options. We'd be here for months..... None of these. Just the .01 question. Does it bother you in the least?

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