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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.46

-3.7%

3:59 PM EST

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To: Stock Farmer who wrote (47579)	1/30/2001 6:34:45 PM
From: The Phoenix	Read Replies (3) of 77400

John, It would appear that after our last "discussion" on the NT thread that you're now simply searching for something to be right about. First I think that Cisco spent beyond their means over the past few quarters to get into the service provider space and into optics. They have built the groundwork and have built market share. The support organizations, sales teams, G&A, etc are in place so I think spending can slow down. It's pretty simple really, when you start a new business there is an initial outlay. Cisco is through this initial outlay and can now reap some of the benefits while spending less. So, yes we get to disagree again. As for the .14cents a share. Without doing the homework to determine the accuracy of your numbers ... you are taking the full year of tax benefit and writing it against one quarter. That's pretty flawed. But let's not forget you're talking about cash flows.... this does not affect earnings so it's a moot point. That said, Cisco's reduced expenses and increasing penetration into new markets I believe will offset any impact to cash flows that a reduced amount of exercise activity might have..... and if this occurs - even for a couple of quarters the stock price should appreciate thus stimulating share exercises again. So, we get to disagree twice in one post!!! Bottom line, only time will tell on this one. The last time you were wrong it was pretty obvious. OG

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