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

To: Stock Farmer who wrote (53023)	5/15/2001 12:21:27 PM
From: GVTucker	Read Replies (1) \| Respond to of 77400

Has this been posted yet? It's from eWeek, and essentially says that CSCO's problems aren't necessarily over just because they've written off all that inventory.. zdnet.com

To: Stock Farmer who wrote (53023)	5/15/2001 12:59:44 PM
From: Graystone	Read Replies (1) \| Respond to of 77400

The First Step or A doozy. As soon as I saw Stan get that glazed look I would say, slow down Stan, let's step back a bit. I would rally up a spreadsheet with the stock prices of most of the major players in the new tech sector, dredging up the most optimistic prices. I would make sure my stock picks had before and after graph lines to represent the recent redeployment of capital (what recession ?). I would introduce Stan to the IPO pricing frenzy so he could get some idea of just how crazy it can get (Netscape, Sycamore etc...), the new market cap levels, before and after, and the astonishing PE's. He might possibly accept the truth of what I say. We would have to take a good look at the growth of the Evil Empire while he snoozed. Once we had established that things didn't make a lot of sense before or after the recent drawbacks, we would accept that it is what it is and it was what it was. We would have a good chuckle about the fact that Compuserve owns Bugs Bunny. I would encourage Stan to think about starting his own new tech company so he could drive a Maclaren and possibly be one of the worlds richest men by 2011 selling something he and a few others made up. If Stan is looking for an explanation I would point out that the math that gave us the pre bubble price has to explain the post bubble price and vice versa, can't be done, even with Excel.