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


To: Stock Farmer who wrote (50967)4/3/2001 1:52:33 PM
From: Stock Farmer  Respond to of 77400
 
Similar message to NYCB... I'd rather retain the moral high ground, and not get into the kind of stuff that we complained about last year.

John.



To: Stock Farmer who wrote (50967)4/3/2001 5:39:23 PM
From: RetiredNow  Read Replies (2) | Respond to of 77400
 
Well, my posts to NYCBoy will have to be taken in context. He has been pretty insulting to me in private messages, so I thought I'd dish it back to him. He's not interested in sane discussion. He's interested in inflamatory insults and denigration of everyone who doesn't praise his dubious genius.



To: Stock Farmer who wrote (50967)4/3/2001 6:32:39 PM
From: bambs  Read Replies (2) | Respond to of 77400
 
don't insult me! my posts last year were nothing like those of mindmelds.

bambs

p.s. I may have to lower my year low target of $10 on csco if they warn and warn ugly like many seem to think they will.



To: Stock Farmer who wrote (50967)4/4/2001 1:31:36 AM
From: Jacob Snyder  Read Replies (1) | Respond to of 77400
 
re: Now's a time for ice cold logic

OK. Here's some simple logic. From today's close, is it more likely that CSCO will go up 15 points, or down 15 points?

Now, if we were talking about a B2C (a retailer pretending to be a tech), or a CLEC (spending a few billion of borrowed money to see if a market exists), or any company with a lot of debt and inadequate cash flow to service it, then maybe the stock could go to zero. But that isn't Cisco's situation. Yes, it has problems. I've listed them, talked a lot about them, and they are real. But all of Cisco's problems are time-limited. Inventory problems, overcapacity, etc., time will fix them. And when the economy and sector turn up, who is going to dominate telco equip? NT? LU? The most likely candidate is Cisco.



To: Stock Farmer who wrote (50967)4/4/2001 7:33:02 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 77400
 
John,

Do you have a figure for the estimated decline in the implied tax-credit and exercise-payment value of unexercised options?