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 76.05

+0.8%

11:48 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Monty Lenard who wrote (43044)	11/7/2000 6:42:22 PM
From: bambs	Read Replies (3) of 77400

Well...I was near on the close prediction $56 1/2 was my call...off on the high...and way off on the low...I was surprised to see it trade down that much below the $55 level. I figured the high would have been more like $58 1/2. At any rate I think depending on the election we should have this pig of a stock back under $50 with in weeks. I expect Dell numbers to look sad and that should send INTC, GTW, HP, AMD, and even IBM back down. The csco will be under pressure in going forward as the good news has been seen. And the stock is still in the $50's. More telco troubles on the way...through in some more dot.com chapter 11's and a general slow down in Cap Ex spending and that spells trouble. Oh...and don't forget that INTC may have to warn. I think Sawaga is right to make the call that this is the last quarter of accelerated growth for CSCO. Remember just to get even with a company like GE over the next 4 years csco needs to grow revenue at 50% each year and actual earnings at 30%. The longs are dreaming if they think CSCO will be about to grow by 50% once the revenue gets up to 20 bil a quarter. It will be a big shock to those that are in for the "long term" when they find this is a dead money investment for the long term. My call is that if csco performs to perfection for the next 4 years it will yield a 5% annual return. I also say that it will at best be dead money for 10 years. Hold that long and you won't even cover inflation. 80 million shares printed every quarter. Thats 320 million a year or 16 billion at $50. That dilution requires an extra 1 billion in actual earnings a year down the rode if the stock only stays at $50. (p/e 15 on 320 million shares at $50 requires over 1 bil in earnings) Understand this....when they print those shares every year it kills the long term growth potential of the share price. Bambs

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next