SI
SI
discoversearch

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 74.40-1.4%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: lawdog who wrote (35342)5/10/2000 6:27:00 PM
From: SyncMan  Read Replies (1) of 77400
 
Law,

You NDX puts look very smart in this market. If you really picked Cisco a sell at 70 (and not at 30, 40, 50, 60 and 70), then that was a very good call. (80 would have been better, but nobody is perfect).

Becareful, though. I'm sure you know that things turn on a dime in these times. Of course, as long as the Fed's on your side you'll probably be o.k. I would like your opinions on where fmv of Cisco should be considered at this time. Perhaps a PE of 100, or a PEG of 2.2 wouldn't be out of the question? With revenues growing at 50%, shouldn't the stock sort of mirror that going into the future if we can reach a reasonable valuation in the short term?

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext