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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (30591)4/10/2008 12:29:58 AM
From: Spekulatius  Read Replies (1) | Respond to of 78715
 
CSCO share count has shrunk by 10% since 2004 while revenues grew 50%. Not bad, in my book, i think they earned their stock options at this point.

FWIW, i do think there is a high risk of an earnings warning. CSCO has many customers in the financial business that must be hurting and bigger investment in IT are often somewhat discretionary too for many companies.


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