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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: Monty Lenard who wrote (50913)4/2/2001 10:37:28 PM
From: SouthFloridaGuy  Read Replies (4) of 77400
 
I would disregard all of CSCO's #'s because quite frankly, they're WRONG. Making guestimates about PEG's, YPEG's, PE's is useless. I want to know the extent of their inventory write-down, stock option compensation changes, integration of their many acquisitions, extent of how they plan to maneuver through the massive bandwith glut. After those questions are answered, I MIGHT buy CSCO at 3 sometime in late 2002. Also waiting for LU to decalare bankruptcy.
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