Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.94

-1.0%

10:11 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jacob S. Rosenberg who started this subject	8/10/2004 10:28:13 AM
From: t2	of 77400

So far the analyst comments I have seen on CSCO seem bullish. Is that a good sign?<g> However, we have just started to see some profit warnings from tech stocks (NVDA recently) and no so great guidance from others for the next quarter. Is it a case of -where there is smoke, there is fire-- This is different from last year and reminds me a bit of late 2000. As for Cisco, I think their earnings should be good but the guidance is what concerns me. Up 2% and big increase year/year (i think 18%) seems a lot to expect from such a large company. That said, the odds favor the bull case but the risk seems too high. No growth at Cisco could mean a lot lower P/E (and of course a big drop in the stock price)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next