CSCO - where's the bottom?!?!? Bear Thread Message Board

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Technology Stocks : CSCO - where's the bottom?!?!? Bear Thread

CSCO 72.11

-0.3%

Nov 5 3:59 PM EST

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To: Monty Lenard who wrote (27)	11/12/2000 10:07:53 AM
From: bambs	Read Replies (3) of 253

History and fundamentals tell me that CSCO will be cut in half at least over the next year or so. The nasdaq 1500 seems like real support but it has the chance to get even worse then that. As many of this little garbage companies go bust and the "gains from investments" game ends the players that survive will be cutting prices and each others throats just to stay a float. I see a real earnings from operations coming under great pressure in the coming years. It's funny how the Internet was supposed to be so good for business and corporate america. I think it will prove to be the exact opposite. It will prove to be the greatest tool the consumer ever got. Think about it. The Internet allows you to price shop easily. This will take "competition" to extremes. Product reviews on the web make it easy to avoid inferior products and put extreme pressure on companies to improve and be the best. This is a capitalist society...companies like dell came on the seen and had good profit margins...others started to adopt similar business models and forced a squeeze on dells margins. It's my argument that all savings companies get from using the web will be passed on the to consumer due to competition. In the end the Internet will end up coming back to real hurt corporations when it was originally thought it would help. Very ironic. The Internet is fantastic but it will not lead to riches for the corporate world as thought. At least we will be able to get very powerful PC's for under $1000. Bambs I expect margins to base around 5% for companies like Dell and MOT...CSCO's margins on their hardware will end up down there too. It may take a few years but the competition is coming.

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