Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

Nov 11 3:59 PM EST

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To: Jacob S. Rosenberg who wrote ()	2/7/2000 9:40:00 AM
From: JeffT	Read Replies (1) of 77397

I am watching the pre-market opening activity in CSCO and the stock is up several dollars a share. The run has been incredible in CSCO. Where does CSCO go with such high expectations built into the price already? I just heard on CNBC that at least 1 or 2 cents per share over expectations in earnings is built into the price. Could we see any higher price after earnings tomorrow with such expectations? Maybe the stock will sell off on the "news", but if so by how much and for how long will it stay down? This has been such a great stock for me the last 3 years. I would hate to sell it, but where does it go from here with a market cap of 400 billion already. If it were to double again then it would be at 800 billion and by far the largest market cap company in the world. MSFT, in market cap first place, is around 500 to 600 billion I think. Could we getting to the unreasonable territory? i am way long CSCO, but just concerned that we are so high that passing up this price might be something I will regret later. Just some rambling thoughts before earnings. Any ideas my CSCO friends? Sincerely, Jeff

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