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

To: Road Walker who wrote (34615)	5/7/2000 10:37:00 PM
From: Mephisto	Respond to of 77400

AMAT has acquired a company called, Etec. I've heard that there will be a dilution in AMAT's earnings because of the acquisition. The bottom line is the profit and value the acquisition will bring to the company, in my opinion. I don't follow CSCO's acquisitions very closely, but when I looked back at the news stories about CSCO, I got the feeling that their acquisitions have been good for the company, but what do I know? Not very much. Sorry Cheers, Mephisto

To: Road Walker who wrote (34615)	5/9/2000 5:06:00 PM
From: Zoltan!	Respond to of 77400

Let's face it, GM has been a losing game for some time - decades. GM acquires other successful companies because its own brands are near-dead or dying. Cadillac is a joke and Saturn has been a colossal failure, they will never recoup their investment in that moribund company - heck the "new" Saturns are essentially re-badged Opels as is the "Cadillac" Catera, shades of past GM failures. GM recently recognized that Honda builds the best engines in the business when it signed a contract for Honda to supply modern engines for them. Is it any wonder that Hughes represents most of GM's capitalization? Thankfully, GM's marked decline has not impacted the US economy as it would have in the past because of the performance of well-run companies like Cisco. Re: General Motors, the world's largest automaker, disagreed. Peter Bible, GM's chief accounting officer, said the pooling method often misleads investors by obscuring how the costs of a merger undermine corporate profitability. "A business combination...on an economic basis could be, and often is dilutive, but that dilution is never reflected in the income statement" when the pooling accounting method is used, said Bible.... That's the GM view. Here's the smart view: Message 12794677 Maybe Barron's staff should start reading the WSJ? btw, I personally doubt that GM will be in the automobile building business by 2020.