Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.95

+0.2%

Dec 5 9:30 AM EST

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To: Stock Farmer who wrote (61442)	9/26/2002 3:16:09 PM
From: Lizzie Tudor	Read Replies (2) of 77400

The logic implies that Cisco's current price does not include an expectation that business will recover, thus when the business does recover this unexpected event will result in a higher stock price. The problem is that Cisco's stock price includes a whole heck of a lot of recovery in its business. In other words, there's not a lot of room for risk in there. I'm not sure there should be much risk in there given that cisco grew revenues at 12% y/y as of the Aug qtr. By all accounts this is the worst tech recession in 30 yrs and cisco's business is the worst of the worst and they still grew by 12% on the top line. What more can you say. L

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