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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

Nov 14 9:30 AM EST

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To: American Spirit who wrote (28390)	9/22/1999 1:40:00 AM
From: The Phoenix	Read Replies (1) of 77399

not prejudiced - just realistic given history. COMS doesn't hold the same valuation as cisco because it hasn't performed like csco. If COMS had we'd be talking about $100/share or more. I have only evaluated the fact Spirit... in fact I came to the COMS thread a few months back - biased on the bullish side..then as I completed my DD and realized that COMS is not a good takeover target (see my posts regarding pooling complications), and existing business (PALM being the exception) losing market share... how is that a good investment.. It might be for you, but not for me. The earnings report is all due to cost cutting as COMS cut marketing on NIC's and modems. So they're killing the business rather than selling it. Marketing 101 - Mature markets you increase marketing not cut it.... If they don't want the product lines (which I think they would do well to get rid of them) the strategy should be to sell them, not let them die a slow death. I think this is a poor move and demonstrates my belief that COMS management could be improved. Again, earnings are a function of cost cutting only.. not a function of business growth. Gee, if PALM grew at the same rate as the networking business revenues would look abysmal!!! And if memory serves PALM will not be reported as a COMS business after next quarter. Where will COMS growth come from. I think Gary Korn said it best and I tend to agree... if you want to own PALM perhaps picking some up at the IPO might be a better solution. But holding COMS to get to PALM (unless you truly believe COMS is a turnaround story) is probably a bad move. JMO Good luck on your investment! OG

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