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

To: Uncle Frank who wrote (60781)	8/7/2002 3:34:32 AM
From: hueyone	Read Replies (1) \| Respond to of 77397

I feel like Cisco is well positioned going forward. Cisco does seem to be gaining market share and crushing the competition during the downturn---like one expects of a Gorilla. Chambers was excellent on CNBC. I am afraid to listen to him. He isn't known as the second best salesman in hi tech for nothing. Best, Huey

To: Uncle Frank who wrote (60781)	8/7/2002 7:12:10 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 77397

Frank: He was very good but Insane-a couldn't understand the technicalities involved and how difficult it is to determine what to expense. They paid no attention to his comments about options under water and how would that expense be reclaimed. CNBC are talking heads with no sense of accounting whatsoever. No one ever mentions what to do with the $ the option holder pays in when exercising. No one ever discusses whether the dilution is a factor of market or book. No one ever addresses the real effects should be measured at the cash flow level. They are all not to bright and definitely not versed in accounting.JFD