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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.020.0%10:13 AM EST
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To: Jorj X Mckie who wrote (60744)8/6/2002 10:30:40 PM
From: t2  Read Replies (1) of 77400
 
Jorj, Cisco's good revenue numbers in the corporate IT market; that seems consistent with some comments from companies like Intel that servers were doing well and not the PC market.
Is that why a company would need more routers?

If corporations are about to start cutting back on spending once again (a double dip?), then Cisco has problems.
However, how would you factor in the possibility of even further cuts in short term interest rates for Cisco's valuations...so they make 10cents a quarter for a year..before the uptick. Is that valuation really that bad given how low interest rates are..and how low they are likely to become (short term rates)?
In that kind of bad environment, their competitive position is going to continue getting better.
I don't know if it was MSFT or some other company that stated that their best business environments are when economy turns down.
Just look at Microsoft for example...the competitive threats starting disappearing with the bursting of the dot.com bubble.

thanks.

btw--I am assuming that Cisco will not have to write down inventory the way they did recently....being cautious is likely to help prevent that situation from developing in the near term..I guess.
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