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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: Dave who wrote (56676)1/15/2002 12:45:44 PM
From: RetiredNow  Read Replies (3) of 77400
 
LOL. I guess that's what I'm saying. Technically, based on any fundamental analysis valuation model you can think of, Cisco's stock should never grow again. Sounds like an extreme statement, but it's the truth. Despite having just said that, I think it will grow. I bet Cisco even doubles in the next 3 years. I'll still be scratching my head then and enjoying the profits I made. By then I will be out of individual stocks entirely.

The above should strike some of the thread goers than have read my posts before as strange, because historically, I have been a big bull on Cisco's stock. Well, that hasn't changed, but I now think that the fundamentals don't justify it. What's even worse is that I thin the company is a sound and strong entity. It's just two things that worry me: that HUMONGOUS o/s number which makes it almost impossible to have meaningful EPS growth and the quality of their cashflows which leaves me wondering if it's sustainable. John Shannon is more worried about the cash flows, whereas I think the company can cut costs enough to shore up the cash flows quality. Instead, I worry most about the 7.3+ Billion shares that hangs like a dead weight around the company's neck.
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