qt the analysts will go wild about them. What an over priced POS. Sorry but I just don't get it when it comes to CSCO. They have so many shares out with a 130 PE that it is a licence to steal. Why did they issue so many shares? At this point, I think owning the stock is nothing more then a status symbol. ML better pray for great results Nov 6. A miss and that status symbol's drop will make today's action on NT look like a walk in the park. At a 40 PE, CSCO is worth $14.40. Good Lord! If you own it, sell it on the next rally and buy CPQ.<g>""
Night Writer, In Sicily there is as saying, "you screw me once, shame on you, you screw twice shame on me, you screw me twice, I will make you disappear!" This is the CPQ story. These guys have royally screwed-up the analysts and the investors on three occasions in 10 years. That has not been because they came short a Q ot two; they just failed toe execute. I have been invested in CPQ all along. Analysts don't like to loose credibility and investors don't like to loose money.
Now how can we compare CPQ withe CSCO. Cisco Systems today is one of the best managed companies in the world, and a record of performance that is unmatched. |
