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

To: Stock Farmer who wrote (55725)	9/27/2001 6:42:22 PM
From: Wyätt Gwyön	Respond to of 77400

thanks, John, great post.

To: Stock Farmer who wrote (55725)	9/27/2001 8:44:04 PM
From: RetiredNow	Respond to of 77400

Great analysis, John. It's nice to finally have the 10-K so we can get these specifics around your assertion that the falling stock price would decimate Cisco's cash flows. Looks like you were right. Anyway, so if their stock price stays in the dump for awhile then their cash flows will suffer pretty bad this fiscal year. Conversely, if I am right and the stock starts to rise beginning in November, then they could start to find the virtuous cycle reasserting istelf. Boy, this is some good food for thought, isn't it?