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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.87-0.1%Jan 9 9:30 AM EST
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To: bambs who wrote (39275)8/10/2000 9:27:09 AM
From: GVTucker  Read Replies (2) of 77400
 
bambs, this is basically what I have been arguing. CSCO isn't necessarily a great short, but I just can't see the upside.

The key to me is that it doesn't make sense to me to use the proforma (ex-acquisition cost) number for Cisco. My logic behind this is that acquisitions are a core part of Cisco's long term strategy. To me then, Cisco's earnings net of these costs would seem to be a more applicable number, because acquisition costs are part of Cisco's ongoing expenses.

When you look at the numbers with this perspective (as you have), Cisco appears to be a lot more expensive.

Bulls--given that acquisitions ARE a part of Cisco's long term strategy, why is it logical in your minds to take out acquisition costs when looking at Cisco's long term growth?
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