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: SyncMan who wrote (35137)	5/9/2000 9:25:00 PM
From: lawdog	Read Replies (1) \| Respond to of 77397

SyncMan, the options are not in the .14 number. The Pro Forma number that does reflect them was $.09 which was $.02 less than the $.11 pro forma income that CSCO had last quarter. A/R is still showing signs of stagnating accounts, current liabilities grew by 35% from last quarter. "Other assets" grew by 145%. This is not a problem in and of itself, unless this is where CSCOs vendor financing is located. If so, this is a HUGE problem. Someone long CSCO should call investor relations and ask what this number is (or a bear - maybe I will). As for my qualifications, anyone with some level of training/education in finance and/or accounting knows as much as any of the MF managers or analysts giving super duper buys on CSCO. Here's an example: Erik Gustafson, fund manager at Stein, Roe & Farnham, joins us now from Chicago Message 13640068 What is Eric's background: He was invloved in securitied litigation (i.e., derivative suits, etc). From 1989 to 1992 Gustafson was an attorney responsible for commercial and securities-related litigation with the Miami, Florida, law firm of Fowler, White, Burnett et. al. He earned a bachelor's degree in English and American Studies from the University of Virginia and both a master's degree in business administration and a juris doctor degree from Florida State University. steinroe.com@@@@0250108899.0957921612@@@@&BV_EngineID=calhjkchgekbfdmckgcfjicil.0 Now, I have all of the above plus a CPA. He gets to go on T.V. and all of you think he has the word of God on CSCO. So, I guess that means that I'm qualified. What makes you qualified?

To: SyncMan who wrote (35137)	5/9/2000 9:48:00 PM
From: lawdog	Read Replies (3) \| Respond to of 77397

BTW, I owned thousands of shares dating from 1997. CSCO made me a very wealthy man and I am quite thankful. A few houses, sports cars and European adventures were bought with sweet CSCO appreciation. CSCO paid for law school. Some sucker reading this thread right now bought my shares from me. Thank you. CSCO stock had a great future then and its valuation made it nearly riskless. It has an average future now that is riddled with cracks. My analysis then was right on the mark. I came very close to pegging the share price of CSCO 3 years in advance. I said 300 by May 2000, after splits it's now closer to 400 but it may still decline a bit. I'd say that's pretty darned good. I was right then. I'm right now. CSCO is high risk and the expected value of the return on CSCO is ZERO for the foreseable future. Me jealous of you. Don't think so.