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 78.03

+0.8%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric who wrote (49423)	2/27/2001 12:35:51 PM
From: Stock Farmer	Read Replies (1) of 77399

Hi Eric - yours is typical of the long view. FWIW, my outsider's view is that the 20% that you still have in CSCO is suffering at the hands of the 80% you took off the table. Or at least, it's trying hard to pretend that you left only 5% in play <ggg> If you consider it as having a cost base of 0 (having taken profits earlier) then you can see it as a no-lose investment. One might argue that this is an extravagant viewpoint. If however you see it as capital, then leaving it in play must assume a view that says "relative to alternative deployment, this is superior". I'm bullish on the company. Bearish on the stock. Not company specific. The whole tech wreck hasn't finished playing out yet IMHO. John.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next