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Strategies & Market Trends : Value Investing

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From: Paul Senior	10/24/2008 4:05:11 PM
	Read Replies (1) of 78751

CSCO "ought" to be a survivor. At what stock price though, who knows? -g- Company has $26B in cash/cash equiv. versus about $7B in debt. Negatives discussed here: 1.) lots of stock options (dilution?); 2) main few customers may delay/defer upgrades or equipment purchases from Cisco. High profit margins, high roe (all as of latest reports, anyway) and p/e about 12-13. I have a few shares; I'll add a very few more now. finance.yahoo.com

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