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


To: RetiredNow who wrote (51230)4/9/2001 12:44:54 PM
From: JRI  Respond to of 77400
 
Anyone hear anything about a 1:00 PM call w/Csco? If so, it must be badddd...eom



To: RetiredNow who wrote (51230)4/9/2001 12:49:53 PM
From: GVTucker  Read Replies (1) | Respond to of 77400
 
mindmeld, RE: Basicly, what I've found to work over time is to isolate a few key metrics like free cash flow, DSO, A/R and Inventory growth compared to revenue growth, etc. Then TRACK THESE METRICS OVER TIME.

Not a bad strategy.

And following that strategy would have led you to a key inflection point in the trends of some of those key metrics, namely last December's 8-K and 10-Q filing. The stock was over $40 back then. It wasn't at the peak, sure, but it sure is a heck of a lot more than $14.



To: RetiredNow who wrote (51230)4/9/2001 8:32:56 PM
From: Ibexx  Read Replies (2) | Respond to of 77400
 
CSCO showed a clear price/MF divergence today. Despite the modest rise in stock price, huge blocks (100,000 shares) exit the stock in late afternoon.

I would interpret this as ST bearish.

Ibexx