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


To: Jimbo who wrote (49943)3/13/2001 7:31:22 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Jimbo

That's right. They have a lot of cash to play with so I don't see this as a problem.

Cisco has a pretty good mix of technologies across the board to play with going forward so I don't see too much need here to buy a lot of companies. But what I do see them doing in the next couple of years is leveraging that cash position. Cisco currently has no debt and that's a huge advantage here.

After watching this company for over ten years now I'm still amazed how they continue to execute. There will be some big deals coming up in the very near future since they like to act like sharks taking advantage of situations.

I wish I was still working in EE right now. It would be a lot of fun!

Eric



To: Jimbo who wrote (49943)3/15/2001 7:15:12 PM
From: Jack of All Trades  Read Replies (1) | Respond to of 77400
 
OK how many of the 7.28B yes that's Billion shares do you think they can buy back to make it worth while???

They have $0.66/share worth of cash. They need to save that for the coming slow down and possible defaults on loans made to companies to buy their products.

They will pay for all those R+D pooling write offs that created heavy stock dillution IMO...

As the mass gets larger it takes more to move it... People will be talking stock splits someday, but they won't be forward ones...

biz.yahoo.com

disclosure: I have NO position currently in CSCO