Ed Forest made a reasonable observation
>> "Cisco,contrary to your opinion, sure must be doing something right" + 5 year CSCO chart. <<
Gotta agree, that's great past performance.
I like to review data in context. Relevant context in this case is other companies playing in the same sandbox, 'cause the cool thing about the market is you can choose where you invest your capital.
Box, SW... old world, new world... Telco, Enterprise... hey, it's obviously arguable who does what, with what, and to whom.
Forgetting about who uses what toys for the moment, let's look at a few companies who clearly have their toys in the Internet sandbox.
One of many comparative contexts over the same time frame including our two contestants would be: siliconinvestor.com
Wow. No question, all three post great returns, and of course CSCO outperformed NT.
But again, I prefer to look at data in context... Has this ranking shifted with time?
What about 2 years: siliconinvestor.com
or 1 year: siliconinvestor.com
or very recently: siliconinvestor.com
hmmm again.
Short term fad or a shift of the winds? Who can know for sure. But it does look to me like the market has been favoring NT in the last 24 months.
You make a good point about "keeping profits" vs "making profits".
Others seem to find offense in your daring to express a contrarian view on the CSCO thread. Me I find you courageous. Either that or you have a defective self preservation gene :)
Either way, I'd rather stop and listen briefly to some small fuzzy animal yelling "cliff, cliff, cliff!" than rudely elbow them aside, tromple them into the ground and find myself with the rest of the lemmings hurtling over the edge.
Of course, I'm no Dr. Dolittle, so it's hard for me to discern "cliff, cliff, cliff!" from "the sky is falling, the sky is falling!".
So I listen. You make some good points. |
