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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

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Dec 24 12:59 PM EST

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To: Adam Nash who wrote (51932)	4/21/2001 7:45:27 PM
From: Jacob Snyder	Read Replies (1) of 77400

re: I think they just need to see some core market stability and price stability in their share prices, and you'll see Cisco acquire again. By the time they (and everyone else) is seeing some market stability, asset prices will be going up again. The best time to buy assets is when they are cheap, which means at the point of maximum uncertainty, in the macro or sector picture. And, it would be nice if they could do acquisitions without too much dilution. However, if you think you are in an industry that is not cyclical, with permanently high growth, then you expect assets will never be cheap. Which is what Cisco thought until very recently. Cisco bought lots of expensive assets in good times, and now has decided they are not in a position to buy cheap assets, during these current bad times. Maybe they see even worse industry conditions in the near future. So, why do you think they haven't made any acquisitions in 4 months?

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