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

To: t2 who wrote (51524)	4/16/2001 8:04:15 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 77399

from CSCO"About 70 percent of the inventory charge relates to the service provider market (read money loosing dot.coms and ISP as CSCO has little exposure to real carriers like BT, SBC, C&W. some competitors like JNPR, MONI or ALA in Europe are eating Crisco shares. they did not preannounced) and the remaining 30 percent is related to the big-business, or enterprise, market, Carter said on the conference call. Raw materials or components comprise about 80 percent of the inventory charge while the remaining 20 percent is work in progress.

To: t2 who wrote (51524)	4/16/2001 8:07:06 PM
From: Wayners	Read Replies (2) \| Respond to of 77399

if csco is undevalued using DCF analysis then they're using the wrong discount rate.

To: t2 who wrote (51524)	4/17/2001 6:37:21 AM
From: Dave	Respond to of 77399

NewVision, Paul Sagawa said Cisco is actually undervalued on a discounted cash flow model that firm uses. However, he did think things will get worse for the company and it improves next year...and there would be better opportunities to buy. I would love to see his DCF analysis on Cisco. I wonder what discount rate he is using. I love it when analysts talk about their "models" but are unwilling to show them. Almost like trying to make themselves like the Oracle of Delphi, or something like that.