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


To: Tom Chwojko-Frank who wrote (35367)5/10/2000 6:16:00 PM
From: lawdog  Read Replies (3) | Respond to of 77400
 
LOL, well if you are willing to go back about a month and wade through hundreds of posts then go read the market direction discussion thread you'll have it all. You'll hava the skinny on CSCO and the market. As far as the article goes, It was one of those read while your at the dentist kinda things. Sorry, I don't have a copy. I would guess it was in the last 4 years and one of the major business magazines. That's the best I can do. Try a Lexis search.

I sent a post to huble carl and gary with a few questions about CSCO. All all potential areas for some real or perceived weakness going forward. Here's 7 through 14. My thoughts on these can be found in the thread history. Neither Carl nor Gary reposnded. They don't like to talk about these things, they like to talk about routers and optics (whichm is great unless you need to know what is driving your stock down and you want to understand the psychology of the market.)

7. what are the implications of Tiger and Soros closing
8. did you notice any weaknesses in CSCOs report. What are "other assets" and why did they grow at over 120%; why are CSCO A/R's stagnating, why are CSCOs current liabilites increasing at such a rapid rate?
9. What percentage of CSCO vendor financing has been to dot-boms that have going concern issues
10. How will CSCO employees react to a loss of their option incentives
11. What are your thoghts on inflation. How will a high interest rate environment affect CSCO?
12. any concerns about the Euro.
13. Any thoughts on Janus closing 3 funds
14. Any thoughts on technicals of the markets