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

To: RetiredNow who wrote (24680)	4/27/1999 7:47:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 77397

Mindmeld, those GM numbers are really impressive and consistent as you say. Is this company run by bean counters? ;-) Of course not, they just picked a great business to concentrate in. So as you can see gross margins have been coming down slightly Coming down slightly? You could say that any quarter to quarter delta over the whole time span is lost in the noise, or created by a rounding error, or is part of a +/- fraction of a % margin of error like the political polls disclaimers use. I had to look at your profile to see if you were a bean counter, or an engineer! Coming down slightly, man. Thanks for taking the time to collect and post, really impressive, and my apologies for having some end of the day fun with it. Tony

To: RetiredNow who wrote (24680)	4/27/1999 8:40:00 PM
From: JB	Read Replies (1) \| Respond to of 77397

This is some interesting information, and when you consider its probably at least 50-60% hardware and the the rest services, etc. its pretty amazing. I heard this company once described as a "national treasure", its hard to argue against. JB

To: RetiredNow who wrote (24680)	4/28/1999 5:53:00 AM
From: Dragonfly	Read Replies (3) \| Respond to of 77397

mindmeld- That's the most shocking stream of numbers I've seen this year. Not that they are so high, but that they are so consistent. Enough to make me very curious. If I hated Cisco I'd be out crunching numbers to try and prove you wrong;. That's just amazing. (And I'm really happy to hear it!) Do you know of a location where I can get their net annual earnings for the past 5 years all at once? There's a type of analysis that Warren Buffet uses to tell you the value of a stock. It is very interesting to apply it to tech stocks and see what you get. Often they are well valued, but it can be very useful to apply to two stocks and see which one is the discount- sometimes the PEs are out of whack and something that people think is way overvalued is the best value in the bunch. I'm early in my buying stage for Cisco, so I haven't run that calculation yet. Dragonfly