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

To: All Mtn Ski who wrote (48246)	2/6/2001 6:04:30 PM
From: Wyätt Gwyön	Respond to of 77400

nice post eom.

To: All Mtn Ski who wrote (48246)	2/6/2001 6:35:30 PM
From: Dave	Read Replies (3) \| Respond to of 77400

Tom, RE: Cisco's P/B First off, Price to Book measures tangible assets, not intangible ones. P/B valuation should be considered for automakers, industrial equipment, etc. Have you ever taken a look at Intel's P/B? How about MSFT p/b? Now, with respect to their P/S ratio. For the last 6 months, Cisco has amassed 13.267B in sales. Yahoo shows a market cap of 257.3B. Annualize Cisco's sales to approximately 26.5B and one gets a P/S of 9.5x Where are you gettin gyour numbers? Additionally, Cisco has continued to grow their earnings. That is a massive positive in this downward spiraling economy. The Guidance Cisco gives for the upcoming 6-12 months is important. Tom, I'll let u "borrow" my shares to short. Just send me a pic of you and the wife and kids so I know whose money i'm taking... <g>

To: All Mtn Ski who wrote (48246)	2/7/2001 1:18:42 PM
From: sea_biscuit	Respond to of 77400

When the market bottoms out, CSCO might be a good investment... IF it can manage to retain its marketing geniuses. It might make a good investment at 1.5 to 2 times the PE of S&P 500. If the market bottoms out at a PE of 16, and CSCO's earnings are about 0.4, then the range at which to buy CSCO would be just under 9 to about 13. So, yes, I think it has a long way to go (down) even from here. Those who are emotionally attached to the stock would be totally shocked when this one declines another 50% or 60% or more from its current levels. Usually, that is when the long-time fans bail out (at or near the bottom) and that is when the stocks return to the rightful owners.

To: All Mtn Ski who wrote (48246)	2/8/2001 11:11:05 AM
From: Rick Savoia	Read Replies (2) \| Respond to of 77400

>>CSCO's aggressive technology purchases are more costly than in-house development. << Tom, I'd like to know why you think that? If that was the case then no company would be acquiring new technologies, they would be developing in house? Personally, I have never seen any study that shows it's cheaper in terms of cost and TTM to develop rather than acquire in some cases. It may cost $500 Million to buy a company but if it means the product gets to market 1 1/2 years ahead of a in-house developed product and it's revenue generating during that time, isn't that better than lost revenue while waiting for the in-house product?