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

To: Jacob Snyder who wrote (51917)	4/20/2001 11:34:44 PM
From: Adam Nash	Read Replies (2) \| Respond to of 77397

I'm not sure I understand why Cisco cannot continue to acquire products and companies. True, Cisco has had its market cap come down 75%, but that same markdown can easily apply to the companies it would acquire, if not more! A $100B Cisco is much more likely to acquire a $2B Sycamore than a $400B Cisco is likely to acquire a $40B Sycamore. Not saying that Cisco should or would acquire Sycamore, just saying that Cisco had a market cap of $100B in 1998, and it did an awful lot of acquisitions that year. I think they just need to see some core market stability and price stability in their share prices, and you'll see Cisco acquire again. We'll see.