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Technology Stocks : CSCO - where's the bottom?!?!? Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: bambs who wrote (17)	11/11/2000 11:10:18 AM
From: Monty Lenard	Read Replies (2) \| Respond to of 253

Here are a few stats for you. PR TO BOOK PR TO SALES SALES/SHARE CSCO 14.345 17.7 3.002 GE 11.325 4.2 12.892 MSFT 8.283 16.2 4.364

To: bambs who wrote (17)	11/19/2000 7:25:30 PM
From: Wyätt Gwyön	Respond to of 253

I would like to make it clear how insane the P/E and price to sales are for a company this size....with outstanding shares growing at 5%+ a year Try 8%+: To: Eric Jhonsa who wrote (34892) From: Mucho Maas Wednesday, Nov 15, 2000 11:37 PM ET Reply # of 35047 According to the earnings report (http://www.cisco.com/warp/public/146/pressroom/2000/nov00/co...), the number of shares outstanding on a diluted basis increased by roughly 4% from the year-ago period. So one would think (the PR you cite shows 7.58BB in 01 and 7.288BB in 00). But really the increase was over 8%. The reason you thought it was just 4% was that you just looked at the 1Q01 press release and took the 1Q00 share count from there. But what you need to do is go back to the 1Q00 press release, where the 1Q00 share count is listed as 288 million less than the same count listing in the 1Q01 press release. Are you confused yet? They restated the 1Q00 share count (in the 1Q01 PR) to include the 288 million extra shares due to acquisitions. Net effect: dilluted share count increased from 7BB to 7.58BB, or 8.285%. Message 14820742