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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Rich1 who wrote (32117)5/7/2000 10:45:00 PM
From: Jorj X Mckie  Read Replies (5) of 63513
 
I read it. There were at least three other publications that were slamming CSCO this weekend too. Seems like a brave thing to do...jumping in front of the most predictable earnings announcements in the market...what if they decided to surprise on the upside??? Maybe the thought that because some other companies were having difficulties this may apply to CSCO. I guess we will all know on Tuesday. But the timing of the articles is very interesting to me. Almost like someone wants the stock cheaper.

I guess that the important questions to ask are "what growth rate in revenues would justify the current valuation?" "What growth rate in profitability would justify the current valuation?". And then we can sit back and see if CSCO meets those requirements.
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