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

To: H James Morris who wrote (59258)	5/6/2002 12:06:41 AM
From: Victor Lazlo	Read Replies (1) \| Respond to of 77400

Hi HJ, and yes I'm still knocking CSCO but not too hard, I would add! <<Many analysts even say the company will beat estimates this year by a penny or two due to cost cutting and improved profit margins, as well as continued market share gains. >> WOW ! And i thought they had pretty much worked through the huge component inventory they wrote off last year! Silly me! LOL! <<While the telecom market remains weak -- with carriers still slashing spending >> The corp enterprise market also remains weak. Somebody should inform the author of this shocking fact. << ''I don't see it being anything other than a bumping along, waiting for times to get better,'' Asher said. >> That's pretty much my take on it too. But in the meantime many of CSCO's traditional competitors will go out of business. << ''We look for Cisco cash balances to increase again to over $22 billion, underlining the arsenal of resources that may be applied to pressure cash-strapped rivals such as Nortel (NT.TO) (NT.N) and Lucent (LU.N) over the next few years,'' Lehman Brothers analyst Tim Luke said in a research note. >> CSCO's best chance for any real earnings comes from interest on their cash. Hey what are the mkt valuation ratios for banks these days? <gg> <<Chief Executive John Chambers has said repeatedly Cisco has no plans to acquire a large competitor and will focus on small- and medium-sized privately held companies that offer emerging technologies. >> Of course - those co's don't stand a chance of being brought public for the next two yrs so Chambers can buy them cheap. BTW, every Q CSCO delivers a list of one-time items. Any ideas on what the bad-news one-times will be this time?