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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Wyätt Gwyön who wrote (55332)1/8/2001 1:40:34 PM
From: Earlie  Read Replies (1) of 436258
 
MM:

Cisco isn't actually growing, except via acquisitions. Strip out the acquisitions and you will find that the internal growth has been negative for some time now.

It has also paid insane prices for many of its acquisitions. Cisco will move significantly lower, probably when it has to take some massive charges with respect to several of its purchases.

I'm not short, but only because there are currently some better targets available. I sure wouldn't want to be long.

Best, Earlie
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