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

To: Lizzie Tudor who wrote (59247)	5/4/2002 8:22:24 PM
From: Victor Lazlo	Respond to of 77400

<<Victor, given that you just listed cisco's major competition (LU,NT) as "dead meat" - don't you think that warrants a little more upside for cisco?>> no I don't. <<Why is the IP buildout a "tough racket", or do you mean just in 2002. >> CSCO will always need to replace the revenue from deals it has already fulfilled. Where's the money going to come from to replace the revenue from deals it has alreaady fulfilled? That's square one. Then at some later point, we can talk about growth. Tell me how Worldcom's IP buildout is going? Is it paying back any excess cash flow for them? <<Part of the reason its a tough racket now, in the middle of a recession, is because the competition isn't dead yet.>> Boulderdash. 1. The recession ended last December 31st. 2. The competition has been seriously losing mkt share to CSCO for a while now. That's already priced in to the 'stellar' performance of CSCO's stock of late. The demise of the competition will not really help CSCO that much as long as client capex spending keeps shrinking. << Cisco's mkt sure isn't mature like Oracle's. >> Then why are they sitting here with a contrived 3 cents a share per Q in phony earnings? Why not blockbuster 12 cents like the good old overvalued days? I'm bearish on those ten awful, has-been stocks hdl listed. I'm quite bullish on real growth co's like EDO and SYNA and MRN.