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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 82.36+1.5%3:59 PM EST
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To: bambs who wrote (52100)4/24/2001 4:20:16 PM
From: Stock Farmer  Read Replies (1) of 77400
 
"why assume that he is correct"?

Well, I don't like the sledge hammer approach. Perhaps I should use it.

But when faced with people who hold an illogical conclusion like a dog to a bone... well, what I would prefer to do is show that from a premise leads a conclusion and get that logic worked out... then explore what happens if the premise shifts.

You can try to shift the premise when the conclusion is connected to it by the "and then a miracle happens" function. But it doesn't work. They still get the same conclusion... merely by changing the nature of the intervening miracle.

So I'm just attempting to remove the part about the miracle first. Without getting myself booted off for being too rude.

Now, as to growth of revenues, I think the track record there is quite healthy. Earnings? Well, that's a different story. I would rather avoid the whole GAAP versus pro-forma debate for the time being, so I'll use pro-forma for now until the logic is tight. There's other ways to skin that cat. And mindmeld is a cash flow fiend (which is why my discussion with him is very cash flow centered).

But through different styles and approaches, your conclusion and mine end up very close together. I might buy if it cracks 10, but I would want to see how the business cycle spins without the option-go-round doing its everupward thing. This is so important to the company's business they should be publishing the stock option exercise tables in the 10Q, not just the 10K. IMHO.

John.
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