SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (74829)1/7/2008 9:30:50 PM
From: Sr K  Respond to of 77400
 
I was referring to [t]OVTI[/t] and Elroy's question about why it was selling at a low multiple of (Price less cash/share)/Earnings.



To: Lizzie Tudor who wrote (74829)1/7/2008 10:31:37 PM
From: Elroy  Read Replies (2) | Respond to of 77400
 
all it means is that cisco has acquired more consumer businesses (the linksys type products) and those are bringing the overall margins down. If you look at division by division there isn't any meaningful erosion

We're discussing OVTI, not CSCO. What do you think this is, a CSCO thread?!??!?

Anyway, we can discuss CSCO. Lets see. Man use internet for video. Video file big. Internet need bigger pipe. Cisco sell big pipe. Internet video good for CSCO.

Ok there, done discussing Cisco. Back to OVTI.