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 77.04

-0.5%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JRI who wrote (37227)	6/7/2000 5:53:00 PM
From: Archie Meeties	Read Replies (2) of 77400

the market is telling us that the internet is the....or one of the most CERTAIN growth drivers for many, many years....good economic times, or bad Nobody knows the effect of a slowing economy on corporate or private demand on internet infrastructure. Never been there. The question that will be resolved is - "Is the growth of internet infrastructure related to consumer and corporate demand?" Or, better stated, "Is the internet insulated from slowing in the general economy?" Here's a hint - the end of a slowdown can not be forecasted. No need to invoke the idea that the internet will continue to grow during and after any temporary slowdown. That is obvious. But this sector is still priced for perfection, and any downward revision of growth, even by 3-5%, will injure equity values more. BTW, the best way to make money in the market is to recognize when the market is wrong. Everything else is imitation.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next