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: Tulvio Durand who wrote (37936)	6/25/2000 7:57:00 PM
From: Lizzie Tudor	Respond to of 77400

is that Cisco may have financed the failing dotcoms' purchase of Cisco gear and may therefore incur losses from those financial dealings, or worse, having to take back a binch of slightly used routers. I'm sure that won't happen - these days the financial enterprise packages have extensive leasing modules and most of the risky LOB's are pushed into a leasing arrangement vs purchase. Even then some businesses are considered a super-risk (when I was involved in this area ISPs were all super-risk) and those companies have to pay net-0! I don't know what cisco does but most equipment makers are the same... my guess is most dotcoms are leasing and the product just goes back into the leasing set of books. All is fine if demand is accelerating in some other industry.

To: Tulvio Durand who wrote (37936)	6/25/2000 11:04:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

Tulvio, This was discussed a few months back. Cisco's financing has been targeted at SP's (ISP's, CLEC's, etc.) not "dot.coms". So I would expect viturally zero impact from any dotcom failures. If Fleckstien is making this an argument to bolster his case then the entire position should be discounted since this would appear to discredit him. Only a modest amount of investigation into the 10K would clearly demonstrate that this argument has no basis in fact. OG