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

To: The Phoenix who wrote (43264)11/10/2000 1:52:15 AM
From: Stock Farmer  Respond to of 77400
 
Good post Gary.

Applies in kind to a few other posters on this thread.

Back to the company. Trying to complete analysis of 8K. QoQ comparables are one thing, but YoY is another. I wonder why they switched??

Just when I'm looking most for clarity, they don't post a YoY, so I don't get one adjusted for pooling. Gaargh.

Has anyone attempted this work based on retrofit from QoQ?

Feel free to pm if you feel threatened that bad news will attract the ire of the thread.

John.



To: The Phoenix who wrote (43264)11/10/2000 9:30:32 AM
From: bambs  Read Replies (3) | Respond to of 77400
 
Gary, I'm truly sorry that I hurt your feeling. That thing is everyday. People say that my posts are laughable. It's very common. Eric and Ed of late for example.

I think think it's clear that the points I raised months ago are coming to light and you and T2 just blame things on analysts. I think it's a case of clear denial.

It's junk bonds and general debt levels that is causing this problem. Over spending to expand for market share. Lower earnings estimates. Lower cap ex spending. Lower margins. Slower growth. Increased competition. Rising energy prices impacting on earnings. Old economy stocks having earnings trouble. Retial stocks in a world of trouble. Dot.coms going bust. This list goes on and on.

And most importantly. The market isn't going up like mad any more so the public isn't going to be spending like before. And the equity markets are closed to many now. No more easy money coming in to the bond market and ipo's.

This time it ain't different.

Bambs



To: The Phoenix who wrote (43264)11/10/2000 6:21:40 PM
From: FESHBACH_DISCIPLE  Read Replies (1) | Respond to of 77400
 
Phoenix,i think your in denial.

This stock is ridicously overvalued,they count on their stock price for a slew of reasons previously mentioned.

And in case you haven't noticed analysts are starting to catch on that the balance sheet COUNTS.

Something you will soon learn.

The problem is i'll tell you again when inventory's are cut margins will plunge.

Stick around you'll see how it works.

STOP BEING IN DENIAL

DENIAL IS HAZARDOUS TO ONES WEALTH.


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