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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (55106)11/6/2001 1:02:36 AM
From: MStonek  Read Replies (1) | Respond to of 70976
 
Regarding CSCO:
<<If this was the bottom, it not that the time to buy a company? While everyone one is down in price, why doesn’t he use the $19B now?

Or does he think there is more downside?>>

I was wondering the same thing. About 40% of their gross income came from interest income! I guess they think that's how they'll generate cash for a while... People in this thread and others have been advising staying in cash for at least some of their portfolios, at least until we get through the rough times.

Individuals and corporations are not all that different...
But $19Bn seems a little too much to have in cash, doesn't it?

Mike.



To: StanX Long who wrote (55106)11/6/2001 10:44:59 AM
From: Tito L. Nisperos Jr.  Read Replies (1) | Respond to of 70976
 
StanX,
RE "If this was the bottom, it not that the time to buy a company? While everyone one is down in price, why doesn’t he use the $19B now?

Or does he think there is more downside?"

I think CSCO buys another company when the economy is in an Uptrend --- when it can see clearly that said company is doing well in its market.


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