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 71.08

+0.1%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SouthFloridaGuy who wrote (49692)	3/8/2001 10:25:12 PM
From: Stock Farmer	Read Replies (1) of 77397

NYCB - LOL: "you know the answer on CSCO's valuation, you're just trying to be politically correct" Well, I know what values I get when I throw in assumptions... But I'd rather focus on how to get one than the one I get. For two reasons: (a) if I post inaccurate assumptions, then they will be used to discredit the method, and (b) it's dangerous to have an unpopular opinion on this thread. Doesn't attract thinking as much as it attracts bile. Maybe some posters here think with their livers? <VBG> Commenting on other parts of your post, I don't think pension liability is so big a deal for CSCO as it is for some of the more long-in-the-tooth companies like the big blue chips. I know some tech companies have adopted "roll your own" type pension plans - drastically reducing their own exposure and leaving it to their employees. But you are right that earnings mix has changed. We should see it show up in Q3 results and come home to roost by Q4. John.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next