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

To: FESHBACH_DISCIPLE who wrote (42679)	11/6/2000 7:19:09 PM
From: bambs	Read Replies (2) \| Respond to of 77400

Did I hear correctly in that conference call that they plan to issue 80 million shares every quarter. That's 4 Billion in market cap per quarter? That's 16 billion a year at $50. That's crazy! When will shareholders get any value out of this pig? If they give away 16 bil a year. That was with out acquisitions, I believe. This quarter earnings grew around 14% over last. Next quarter will have to grow 17% over this quarter to get revenue growth of 67% year over year. I think it's safe to assume that this is the last quarter of accelerated revenue growth. I find if funny that once again no one points out that csco has actual earnings of 11 cents in 3 out of the last 4 quarters. Seem to be some trouble here getting over that pesky 11 cent mark. Hmmmm! Seems like "actual earnings" aren't growing that fast anymore. Could this cap the stocks growth rate as the P/E reflects actual earnings. Hmmm? Will csco be dead money for 2001 as well? I would hate to see what happens to this stock when they miss on revenue for a couple of quarters in a row. Bambs