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

To: The Phoenix who wrote (39388)	8/11/2000 5:40:49 PM
From: Midnightsun	Read Replies (2) \| Respond to of 77397

Gary, Nice find and post. I love to hear a bear reverse positions or at least make a few changes to his bearish mood. This thread has really not been a good one to tune into due to a few posters such as Bambs. He seems to be a rather egotistical individual and dominates the discussion trying to prove to the world how his way is the only way and everyone else is doomed to poverty. I think a lot of shorters have some good things to say but it's the way they say it that is so aggravating. We all know that the market is up (no Bambs) and sometimes down (lots of Bambs) but either way I believe the thread would be more beneficial if a truce was obtained and name calling ceased and everyone just present Cisco facts and not jump to the conclusions that Bambs is so good at....

To: The Phoenix who wrote (39388)	8/12/2000 12:51:56 AM
From: Sam Scrutchins	Read Replies (1) \| Respond to of 77397

>>>> Morningstar.com The Cisco Apologia By Pat Dorsey <<<< Gary, Do you know precisely what time this article was posted to the newswire?? TIA Sam

To: The Phoenix who wrote (39388)	8/12/2000 5:13:08 AM
From: JDN	Read Replies (1) \| Respond to of 77397

Dear Gary: One thing I dont understand about that article is it refers to VENDOR financing. To me the VENDOR is the company selling goods and services TOO CSCO. Listening to the CC I believe Chambers was talking about expanding the leasing program to CUSTOMERS, not VENDORS!! Having audited Leasing companies years past I dont think people understand just how profitable that business can be. Certainly the earnings from investing cash in a well run (and CSCO usually is known to well run anything they do) leasing program would far exceed in my judgement many other cash investments. Add to that, by controlling the financing of their CUSTOMERS this is just ONE MORE LOCK on continuing their business relationship and ultimately upgrading their equipment. On top of all that, if the Leasing Program reachs size the income it can be expected to throw off will be predictable and stable. Something many techs would like to have in my judgement. The bottom line IMHO is this, why give up to banks and others a very profitable business if we can afford to do it ourselves. I might add this in my judgement would be considered operating earnings and add to the bottom line of that catagory. JDN