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
CSCO 71.08+0.1%Nov 7 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who wrote (168)8/23/2000 3:23:24 AM
From: ms.smartest.person  Read Replies (2) of 405
 
Your Welcome, Uncle Frank.

You unbooked THIS thread? Are you overstatedly bullish?<g>

I am a little(very) prejudiced towards lightreading and Reardon, which makes me not too objective. They do have more pro Juniper articles...but that is not necessarily any indicator. IMO the article has some merit. How much? - only John Chambers knows.

However, I am mucho more prejudiced towards John Chambers. Every time he is on TV I stop and listen to his every word -- sort of my E.F. Hutton.

I don't know if WE should be worried, but I'm sure John Chambers is watching in his rear-view mirror. What concerned me more was the Cisco's growth compared to the market and their products are coming to market after the competition. Then we have to look at the numbers, 10% of what numbers? 10% of 600 or 10% of 6000, may not be apples and oranges, but they are definetely not equal.

Wonder if Chambers has some Aces up his sleeve we have not seen yet. It is Cisco's plan to be #1 or 2 in any market they operate in. I look to Cisco to make a big push into the optical networking area, possibly into or towards JDSU's market (JMHO).

The truth of the matter is that I am a little bit anxious about Cisco. Don't understand why their stock has stayed below $70. Even considering their high P/E, they have their feet all over China with the internet buildout and expect India will be the same. Such a big market and they appear to be so active all over Asia.

What are your thoughts?

Merry
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