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

To: jach who wrote (21952)2/4/1999 11:01:00 AM
From: RetiredNow  Respond to of 77397
 
You are right about one thing. Chambers didn't split Cisco because he knew it was overvalued. However, that means that when it comes back down to earth, the smart ones have a buying opportunity.



To: jach who wrote (21952)2/4/1999 6:57:00 PM
From: JC Reddy  Read Replies (1) | Respond to of 77397
 
To compare IBM and CSCO:

CSCO made $2.95/share in its life time (after all write-offs). IBM made $2.47/share just the last quarter. AND no write-offs.

One can argue that the growth is important, but it is difficult to measure earnings growth when 1/2 of it is taken as one-time charge - every quarter.

Still trying to understand how CSCO has become such a Wall Street darling.

- JC


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