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

To: PMS Witch who wrote (49112)	2/19/2001 10:41:58 AM
From: GVTucker	Read Replies (3) \| Respond to of 77400

PMSW, RE: I chose to look at earnings per share as what I'd get if I owned the entire company. For CSCO this is $0.18 this quarter. On the contrary, if you owned the entire company, you would have gotten 12¢ per share, not 18¢ per share. Those extraordinary charges that happen every quarter are very real, and if you owned the company, all the acquired R&D would have a real cost.

To: PMS Witch who wrote (49112)	2/20/2001 5:42:16 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 77400

PW - overdue response... particularly wanted to acknowledge yours is a mature and well thought out perspective. While our investment philosophies are divergent on some points, there is common ground. Like the view that at a PE of 20 or so CSCO was a good investment. Like the view that the appreciation rates of '99 were not sustainable. With respect to your choice of thread name and thread decorum I will not even attempt to explore differences! <just kidding>. I do find it amusing that neither of us are buying at this time, and neither are selling... but for completely different reasons. John.