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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (44791)3/30/2001 10:29:47 AM
From: brunn  Read Replies (1) | Respond to of 70976
 
I agree. The question is not whether CSCO will weather the storm, but how well and and for how long. AMAT's downturns have definitely been V shaped and they have come back stronger than ever. Nobody has experience with a CSCO downturn and this uncertainty has been discounted over the last couple of months. Uncertainty creates opportunity and it's refreshing to see CSCO becoming a value stock. I do have concerns about the validity of their earnings--as I mentioned, people have questioned their extensive use of options and goodwill amortization charges.



To: Proud_Infidel who wrote (44791)3/30/2001 12:31:04 PM
From: orkrious  Respond to of 70976
 
OT

I don't believe the market is questioning whether CSCO can weather the storm; they are one of the best capitalized companies in techville

Just playing devil's advocate, Brian, but have you dug into their balance sheet? Their book value is almost all goodwill from when they exchanged their overpriced stock in acquisitions.

Jay


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