Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (30885)	1/3/2000 11:04:00 AM
From: telecomguy	Read Replies (2) \| Respond to of 77400

Gary, of course not! I Was just trying to make a point that cashflow needs to be looked at in the context of the nature of business the company is involved in, and obviously NT, LU SHOULD be making positive cashflow since they are mature companies in a mature market. The fact that CSCO has such a strong cashflow is a reflection of the product based business they are in which has very short implementation cycle compared to NT or LU and also a reflection on their obvios dominance of the Enterprise Router market. The question as always is this --- is there a risk that the variables that are currently driving the CSCO cash machine could change for the worse as CSCO tries to remake itself into a very different company? I could not imagine the profitability, revenue growth and market dominance continuing in the same trend line as CSCO tries to shove their way into the SP industry and as the Telco networking vendors aggressively start to attack the data/router market as a form of (1)defense and (2) new source of growth.