Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stock Farmer who wrote (52549)	5/8/2001 9:07:35 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77397

Wrong. We got $.03 this quarter. Revenues will be $4.2B next quarter and net margins will climb to 10%, which is $.06. Revenues stay flat in next quarter and net margins improve again to 15% as product mix and economy stabilizes, which gives us $.09. Quarter after that, revenues increase to $4.8B, same margins, we get $.10. .03+.06+.09+.10=$.28 Give them a 50 PE and you get $14. Give them your PE of 100 and you get $28. Do you still want to play this game? We've been here before, John.

To: Stock Farmer who wrote (52549)	5/8/2001 10:02:44 PM
From: kvkkc1	Read Replies (2) \| Respond to of 77397

You're the lone weasel on the thread. Enjoy your .5% money market payout. That's the problem with accountant/bean counters, they fear risk, hence, fail to capitalize in the long run. Your numbers aren't worth a damn, just like any other analyst who believes that numbers never lie. Hence, you missed out on a nice 50% jump in a month because you believe you can time the market. Sit on your cash and don't let go. Weasel is kind of like chicken, talk crap and run when it's time to put up.knc

To: Stock Farmer who wrote (52549)	5/9/2001 8:39:57 AM
From: renard fox	Respond to of 77397

John, thank you. For once someone talks about numbers, not hype. I maintain that according to the concept of diminishing returns and the difficulty in growing a large company in hockey stick fashion forever, CSCO days of outrageous PE ratios are over. That said, one has to remember that there is still a market which may ignore the fundamentals and trade the stock according to Wall Street market shenanigans driven by funds etc. IMHO this stock will behave more and more like a value stock. So when they earn $ 1.00 per share someday, if ever, pick your GR and you have the stock price. All else is hype. Regards, RF