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 72.34-2.9%Nov 4 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: chitral who wrote (286)11/15/2000 9:57:22 AM
From: The Phoenix   of 405
 
chitral,

Good post. Regarding your point on CSCO being in a rut.. or the market being in a rut and questions regarding CSCO's future. First I think you're right - CSCO does seem to have lost some of that "shine" that it could do no wrong.... and in fact, the company has performed well. This hasn't translated into the valuation probably because the valuation itself was so high and with it came added scrutiny. Those bearish on the stock now frequently dig into the books and pull out small nuggets which they discuss as if they're boulders. This has caused some weakness in the stock price... however I continue to believe that - all else being equal - CSCO will continue to perform and should caputure a requisite valuation commensurate with this performance. Over time these things tend to work themselves out. That said there are stock out there that are probably easier doubles but looking for doubles was 1999 this is 2000, things are different. I think less risk, more large cap makes sense.

OG
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