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To: pater tenebrarum who wrote (34399)	11/6/2000 11:18:07 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

MOT bellies up to the (debt) bar: biz.yahoo.com

To: pater tenebrarum who wrote (34399)	11/7/2000 1:42:58 AM
From: Spekulatius	Read Replies (1) \| Respond to of 436258

Cisco's main risk is that they won't be able to make acquisitions, IMHO. Cisco relies on acquisitions to get new products in house.That'show they got into the optical sector. With their sky high stock price, this strategy hasn't been all that dilutive so far. A share count increase of less than 5% is not all that dramatic. However, if their share price would deflate, acquisitions would be much more dilutive and subsequently harder to do. It seems, that the optical/ telecom carrier market has somewhat lower gross margins that their router/switch business - this is my take on the moderate gross market decrease and the slight deterioration in cash flow. Since this stock is priced for perfection,it should get a haircut tomorrow.