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

To: t2 who wrote (67002)	2/8/2005 11:46:42 PM
From: Eric	Read Replies (1) \| Respond to of 77400

My wild guess is a continued sell off tomorrow morning.. It's done that for many qtrs since the market top. But that would create a great entry point for a short or moderately long trade.

To: t2 who wrote (67002)	2/8/2005 11:47:51 PM
From: Elroy	Read Replies (2) \| Respond to of 77400

Operating cash flow is huge, but cash balances keep declining because they are flushing it out the door to offset option dilution. I would much rather have CSCO buy ZERO of its own stock, have the effect of option grants appear in the rising share count every quarter, and have the cash balance increase every quarter. Then it would be more transparent what is actually going on at CSCO. EPS growth would be much lower, and cash generation - and retention - would be amazing. Basically, they are a cash cow, but giving the cash away to employees rather than retaining it for shareholders.

To: t2 who wrote (67002)	2/9/2005 7:08:44 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Hi t2, the street and retail hate tech. Doesn't that tell you something? I'm thinking tech may be a good buy now that everyone else hates it...which is why I bought Cisco. I guess it could get worse, but I'm hoping the bottom has been reached.