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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-1.3%Jan 2 9:30 AM EST
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To: Lizzie Tudor who wrote (65440)5/12/2004 12:25:03 PM
From: Stock Farmer   of 77400
 
Lizzie,

Cisco isn't running in place, all you have to do is check out forrester or Gartner at the mkt share percentages.

Important to take off the blinkers and look at the WHOLE picture. You got the running forwards part. 'Cause the company is indeed increasing revenue, market share etc.

But it's also running backwards (e.g. repurchasing shares that it's using to pay its employees).

And the indisputable net-net of the two is that the one is currently neutralizing the other, and then some. So for all of it's running, it's not going forwards where it matters - increase in shareholder wealth.

I call that "running in place" (as opposed to "standing still").

We have to hope that the current lack of forward progress is representative of an investment rather than evidence of future business trends. And the current market pays a higher premium on evidence than it does on hope.

Its just that this is another bear market year. The best we can hope for is that these stocks stay flat.

Hmmm... maybe yes, maybe no. I think we're in for serious volatility. I also think folks are paying more than a dollar per future-dollar. In such a case, the outcome is inevitable. The timing however, is entirely unpredictable.
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