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

To: The Phoenix who wrote (46222)	1/6/2001 6:08:32 PM
From: wily	Read Replies (1) \| Respond to of 77400

I do remember him saying that the Cerent box was one of their 19 or so $1B+ product lines... So it would seem these "investments" have paid off... If the margins on this product line are comparable to the rest of Cisco's products, that means that about $220MM of this $1B in revenues makes it to the bottom line. That translates to a 3% ROE, based on the $7B purchase price -- not exactly "paying off" by Cisco's standards. Unless Cerent quintuples revenues again next year as they did this year...

To: The Phoenix who wrote (46222)	1/6/2001 7:23:28 PM
From: Paul Reuben	Respond to of 77400

Oh geesh, now even "Time Magazine's" making stock picks! There are plenty of stocks that still carry obscenely high prices relative to their expected earnings. Internet infrastructure kingpin Cisco Systems, for example, has seen its share price cut by more than half over the past year, to $38, but it still carries a forward P/E ratio of 47 vs. a 21 P/E ratio for the overall market. Yet Cisco's earnings this year are expected to grow by only 28%. There are far more attractively priced tech stocks: for example, Dell, expected to grow earnings at 21% and selling at a P/E of 16, or WorldCom, which has hit a few bumps but is still averaging long-term growth of 26% a year and selling at a P/E of 12. Ummm, WCOM hit more than a "few bumps" last year. What a joke! time.com

To: The Phoenix who wrote (46222)	1/6/2001 9:36:22 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 77400

CSCO didn't create anything substantial in the optical space. They buy all their R&D in terms of startups and public companies at overinflated prices with an overinflated stock price. This is ending as we speak as the laws of finance finally catch up. One word: dilution.

To: The Phoenix who wrote (46222)	1/7/2001 1:11:55 AM
From: Stoctrash	Read Replies (1) \| Respond to of 77400

OG....that's all fine and dandy... ...BUT WHEN IS CRISCO GOING TO PUT THEIR MONEY WHERE THERE MOUTH IS AND BUY BACK SOME STOCK ON THE OPEN MARKET???? SO FAR IT'S BEEN ALL HAT AND NO CATTLE!!