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

To: Stock Farmer who wrote (46054)	1/5/2001 12:40:37 PM
From: bambs	Respond to of 77400

excellent post John! too bad it will likely be ignored by the perma-bulls bambs

To: Stock Farmer who wrote (46054)	1/5/2001 12:45:52 PM
From: RetiredNow	Read Replies (3) \| Respond to of 77400

Well, everything you say is true, but also take a look at revenues. Cisco has consistently grown revenues at tremendous rates, especially for how large they already are. They have also been excellent at managing expenses and acquiring new companies. The combo is a great one.

To: Stock Farmer who wrote (46054)	1/5/2001 12:46:39 PM
From: The Phoenix	Read Replies (2) \| Respond to of 77400

John, So you're saying that CSCO has increased revenues nearly two fold but there's no incremental cash from operations...even though margins have eroded only 1 point (maybe)? Where's the money going? Sure there have been increases in SG&A spending and increases in R&D - some of which is a result of minority investments (read the 10K). CSCO is generating more cash than you think. They have taken a conservative approach in that they are writing down 100% of the cost of some of their technology investments (these are not acqusitions) as R&D. OG