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 77.29-0.1%10:36 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Phoenix who wrote (39256)8/10/2000 9:45:07 AM
From: kvkkc1  Read Replies (2) of 77400
 
Gary,
Very reasonable post. I have been a lurker for years, so I never could join in, but you have for the most part been one of the most reasonable posters on the board. Some people always want to preach some method of valuation that the various money managers profess, but most of them are failing to beat the benchmarks. What do they know that they are going to tell people before they have the opportunity to profit from it? Nada. Many folks who continuously post negative opinions here are short term traders who think they are going to get rich shorting and live the good life. We all guestimate what a company will do, and there are many who disagree. Those who criticize the CSCO financials are free to short the stock, which would have been a losing proposition over the last 7 years with 3 notable exceptions. Your post pointed toward the expanding markets for CSCO and other networking companies who can all be successful. There will probably not be one company who gets 100% market share in the next few years. The rule for LTBH investing is to stick with the stock until the fundamentals change. CSCO has not experienced a change in the fundamentals and continues to be valued as such. If their growth moderates, then it will be time to re-evaluate the fundamentals. Although I don't believe the TMs here make any difference in the stock price, they have definitely reduced the effectiveness of the thread over the years.knc
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News