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 Technology Stocks | Cisco Systems, Inc. (CSCO)

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To: MHA who wrote (61299)9/17/2002 4:44:33 PM
From: BWAC   of 77183
 
<Civilized world calls them "Stock Analyst". >

No that is a "Financial Terrorist".

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To: BWAC who wrote (61298)9/17/2002 7:31:33 PM
From: Tom D   of 77183
 
BWAC, you may find this article of interest.

Its thesis is that the Bush administration is a collection of con artists. It concludes that "when the bubble bursts, they will have a long way to fall."
washingtonmonthly.com 

TomD

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To: Jacob S. Rosenberg who started this subject9/17/2002 11:34:30 PM
From: Ed Forrest   of 77183
 
People, this is the Cisco thread not a political forum.

Threads abound for that sole purpose please utilize them.

Thanks

Ed

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To: Ed Forrest who wrote (61302)9/18/2002 12:34:19 AM
From: Zoltan!   of 77183
 
Communications gear. Cisco had almost 15% of the worldwide communications equipment market in the most recent quarter. That's up from 10% in the same period a year ago, says Synergy Research Group. Rivals such as Juniper, Ciena and Nortel Networks lost share during that time....
usatoday.com 

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To: BWAC who wrote (61298)9/18/2002 12:57:02 AM
From: Zoltan!   of 77183
 
>>I don't underestimate his stupidity and arrogance and ability to lie and ability to profit from those lies. All are infinite

That's Clinton (both) to a tee alright. The guy was handed a boom - an economy growing in excess of 4% - and left a mess, economic and strategic.

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To: Ed Forrest who wrote (61302)9/18/2002 12:44:40 PM
From: mindmeld   of 77183
 
Politics and the economy go hand in hand. If we attack Iraq, oil may go up. If oil goes up, the economy stalls. If the economy stalls, stock prices will falter and Cisco will also falter. There's your chain of discussion.

Besides, alot of the folks on the Cisco thread have been around since 1996 or so and we feel comfortable talking to people we know, versus going to another thread with people we don't know. So if you don't like our discussion, you can always put the more egregious offenders on ignore. Your choice. However, I like discussions on the macro and the micro.

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To: mindmeld who wrote (61305)9/18/2002 1:10:06 PM
From: rkral   of 77183
 
OFF TOPIC ... Politics and the economy go hand in hand. If we attack Iraq, oil may go up. If oil goes up, the economy stalls. If the economy stalls, stock prices will falter and Cisco will also falter. There's your chain of discussion.

With rationalizations similar to that, anything and everything could be described to be ON TOPIC. But anything and everything IS NOT on topic, obviously. Therefore, your rationalization must be invalid.

Ron

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To: rkral who wrote (61306)9/18/2002 2:46:44 PM
From: GVTucker   of 77183
 
CSCO's 10-K is out.

A few notes:

A/R rose faster than revenues, with DSO up 3 days. In addition, the allowance for doubtful accounts declined.

Dell was noted in the list of competitors. I don't remember that name being there before.

The backlog dropped $600mm to $1.4 billion. While I've seen a couple of other analysts who think this is no big deal, it seems a bit more important to me. The thesis in the buy CSCO camp right now is that the slowdown isn't really affecting them that much, and the solid top line is pointed to as a prime exhibit. The sharp backlog drop might mean that CSCO isn't as immune to the downturn as some think.

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To: GVTucker who wrote (61307)9/18/2002 3:27:51 PM
From: rkral   of 77183
 
GVTucker, re backlog

Excerpt from 9-18-02 Dow Jones news story ...

"We believe that the current business environment remains unchanged and the reduction in backlog is primarily caused by the short lead times the industry is witnessing," said Merrill Lynch analyst Samuel Wilson in a Wednesday note. The firm has performed investment banking services for Cisco within the last three years.

Last year, Cisco's backlog fell 30%, the same percentage as this year, to $2 billion from $3.4 billion, while revenue remained basically flat.

"(That makes) changes in backlog an inconclusive indicator of future near-term business," Wilson noted.

Sorry, I can't provide a link or total article. Ron

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To: GVTucker who wrote (61307)9/18/2002 3:28:05 PM
From: kvkkc1   of 77183
 
Immune? Hell, they've lost 85% of their market cap in 2.5 years while growing market share according to all the idiot analysts and researchers. Hmm, I wonder what passes for research these days. They also had a post on the wires about how they would only have a $373M profit in 02 if they expense the options they handed out. That's what bothers me. They are still overvalued and in fact have pulled a ponzi scheme.

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