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

To: The Phoenix who wrote (41224)10/21/2000 8:23:38 PM
From: Bob Davis  Read Replies (1) | Respond to of 77400
 
Phoenix,

Glad we finally agree that the scenario is not one that I'll carry out next week...<BBG>

However, if one were to buy the entire Company, however far-fetched this idea might be, where exactly would this "value beyond the income..." come from? And please don't tell me that I'd see market appreciation on my investment. If I could not really afford to buy it at $403 billion, then it is unlikely that anyone would buy it from me at an even higher price.

Bob Davis



To: The Phoenix who wrote (41224)10/21/2000 11:42:07 PM
From: Paul Reuben  Read Replies (2) | Respond to of 77400
 
I don't remember seeing the "Barron's" article acknowledge that revenues from Cerent products are projected to be (if my memory serves me correctly) $1 billion this year. I just remember them citing Cerent's tiny revenues prior to 2000.

Did I miss something, or did they?


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