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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (42502)	10/3/2005 1:23:52 AM
From: mishedlo	Respond to of 306849

Faith Based Financing globaleconomicanalysis.blogspot.com; Mish

To: Lizzie Tudor who wrote (42502)	10/3/2005 1:27:11 AM
From: mishedlo	Read Replies (2) \| Respond to of 306849

You have to be nuts to think of CSCO as a "cash cow". For starters they give about as much away in options as they make. In some years more. To continue, they make a freaking commodity: routers There probably are many upstarts in China that have equally good products for less money. Finally, research is cheaper in China and India than it is here. When China needs routers do you think it will buy from CSCO or form a Chinese company? Cash Cow my ass. Mish

To: Lizzie Tudor who wrote (42502)	10/3/2005 10:50:33 AM
From: John Vosilla	Read Replies (1) \| Respond to of 306849

Cisco traded at nosebleed levels to free cash flows like bubble real estate today. But hey at least Cisco had real top and bottom line growth to support such nosebleed levels<g>.

To: Lizzie Tudor who wrote (42502)	10/4/2005 6:36:20 PM
From: Earlie	Read Replies (2) \| Respond to of 306849

Lizzie: Well there is no use beating a dead carcass. Suffice to say that my views are very dissimilar to yours. Certain points you make don't jibe with the facts. - "waiting for forever for a 20% fall in INTC....." It has already fallen from $28.50 in July to the current 24.41 which looks like about 14%, so the wait might not be quite that long. - "will turn into mature companies".... (from my perspective Intel has been a "mature company" for many years) "and will finance less growth" (INTC has experienced inconsequential growth for the past 4 years so "less growth" would be contracting sales/earnings which is exactly what I expect), "and their earnings will improve dramatically".... (how the heck can their earnings improve when revs fall, especially in a market where AMD is increasingly eating their lunch (even in the server market) and the end market is saturated? This statement leaves me shaking my head. Best, Earlie