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

To: RetiredNow who wrote (59359)	5/8/2002 9:50:38 AM
From: James Calladine	Read Replies (1) \| Respond to of 77400

CSCO--ANOTHER THESIS (from somebody else on another thread) <<<here's my take on the csco earnings...a little abstract, but i have a decent basis for my thesis.... i recently visited a friend who owns a network company on the edge of bankrupcy. his shelves were lined with csco equipment. i asked him about giving the equipment to a charitable organization. he said, the best use of the equipment is for the trade in value. csco would give totally ridiculous trade in allowances for the antiquated equipment on his shelves in order to get the resulting full revenue sales. it makes me wonder how much of those sales came from similar situations. if they give an allowance of 70% for the trade in value, my guess is they're still showing full revenue for the sale.... >>> Namaste! Jim

To: RetiredNow who wrote (59359)	5/8/2002 9:51:23 AM
From: MHA	Respond to of 77400

Mindmeld, Cisco mgmt has done a GREAT job. Look at its competitor, all of them are reporting losses -- Juniper, Extreme, Foundry, Ciena, Lucent, Nortel, Alcatel, and the list goes on. Can't help those who still think is Cisco is not good. In recessions who suffers the most - the one with most debt and weak cash balance. All the networking vendors except Cisco are in that spot. -MHA