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

To: Wyätt Gwyön who wrote (47508)	1/30/2001 10:58:45 AM
From: The Phoenix	Respond to of 77400

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To: Wyätt Gwyön who wrote (47508)	1/30/2001 10:59:12 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

Mucho, you ignore so much whenever you post. It is clear you are listening to the analysts but not doing your own due diligence. Sure Cisco has relied on its stock for acquisitions. It has been and will continue to be a great strategy. But how many companies besides Microsoft do you know of that has $20 billion in cash and investments? Not many, I'll guarantee you. So if stock ever becomes a problem, then they can make their acquisition with cash, especially in a down market where valuations are more reasonable. In addition, this isn't the only thing in their business plan. Cisco has so many other strengths that it would take me days to explain it all to you. Instead, why don't you just do some research, and I don't mean reading more articles. Try reading SEC documents for a change to get more of a clue.

To: Wyätt Gwyön who wrote (47508)	1/30/2001 11:00:16 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

MM, Cisco's execution and Cisco's stock price are clearly two different things. One thing you should consider is how Cisco was spending for growth.... It seems to me it'll be fairly easy for Cisco to manage this situation fairly easily. As for Cisco's stock price - it's clear that Cisco's execution has little to do with the stock price since the two have been moving in opposite directions for the better part of a year. It's ironic that people think that this can continue indefinitely..... Bottom line is I think it's a mistake to look at how Cisco has executed in a growing economy and to assume that's how they will operate in a flat economy. Cisco has taken advantage of its stock but to assume this is the only way they can show growth is a huge mistake when you consider the spending they had been doing in the past. Reel that in and what do you get...... ? OG