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

To: RetiredNow who wrote (74336)	10/29/2007 9:47:26 PM
From: Eric	Read Replies (2) \| Respond to of 77400

In Mondays Barrons... MONDAY, OCTOBER 29, 2007 Where Cash Is Yielding Big Time "Cisco is selling at maybe 18 times earnings and is growing earnings in excess of 25% and has said they don't see any problem in continuing to do that. They are selling at a nearly 6% free-cash-flow yield with a free-cash-flow margin of 25%. So if 25 cents of every dollar is going to cash, that's an extremely profitable cash margin, which they will use and have used to very aggressively buy in stock and be in a position to grow their business as opposed to having to borrow money to expand." online.barrons.com

To: RetiredNow who wrote (74336)	10/30/2007 2:53:35 AM
From: Elroy	Read Replies (1) \| Respond to of 77400

Keep in mind the market looks 6 months ahead and the Fed rates take 6-9 months to work their magic on the economy. Agreed. That's why I think in H1:08 the markets will be looking ahead to a likely Dem President in '09, and won't like it. You think the markets will like Hillary as a Pres? We'll see... So I bet we see the market take off over the next 2-4 months and the economy will follow suit in the second half of next year. Maybe the 2-3 month outlook I agree with, but after that I'm skeptical. That's why I say I'm selling before the end of the year. I think we're now enjoying the last gasp.....