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 78.03

+0.8%

Nov 14 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bambs who wrote (39466)	8/13/2000 11:13:08 AM
From: M. Charles Swope	Read Replies (2) of 77399

I am long CSCO in a major way (at least by my lights) and subscribe to the buy and hold philosophy. In other words, I have every reason to want to see CSCO continue to do well. However, I was just looking at some ratios and the numbers give me some cause for concern. CSCO's P/E has gone from 72.4 to 152.9 from 7/99 to 7/00. Meanwhile, its net margin has gone from 17.2 to 14.1 and its ROA from 15.1 to 14.2 in the same period. This is not a one year thing either. CSCO's margins and ROI numbers have been falling for a number of years. So, please, someone, explain to me why I shouldn't lighten up on CSCO. Charlie

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next