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

To: RetiredNow who wrote (50642)3/29/2001 10:23:52 AM
From: GVTucker  Read Replies (1) | Respond to of 77400
 
You haven't seen what happens to operating cash flows when revenue growth turns negative.



To: RetiredNow who wrote (50642)3/29/2001 10:35:35 AM
From: Stock Farmer  Respond to of 77400
 
mindmeld: yes. Look at op cash flows.

But don't get fixated on the statement of pro-forma earnings.

In other words, look very closely at the Adjustments To Operating Cash Flows. Model the impact of a new reality on the "new economy".

Could be a few negative cash flow quarters for this positive cash flow company. Nonzero probability we see something next quarterly report.

John.



To: RetiredNow who wrote (50642)3/29/2001 12:13:39 PM
From: Mark S.  Read Replies (1) | Respond to of 77400
 
Jacob:

I think your right, positive cash flow. aquiring other companies being put on hold is an interesting strategy. One might think CSCO also thinks were not near the bottom. If they did, CSCO might even consider a stock buyback (cheapest way to finance new blood). As far as the nay-sayers, our techs are still buying CSCO routers, I do believe the margins are goings to be cut as more competition is being let in to their world.


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