Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 70.96

-1.6%

12:07 PM EST

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To: RetiredNow who wrote (51988)	4/21/2001 5:26:10 PM
From: Stock Farmer	Read Replies (1) of 77397

mm: Quite true! In the short term, beautiful sleight of hand. Bad quarter, sock away some Gross Margin relief for a rainy day if it comes. In the long term, it catches up. And CSCO is not on sound economic fundamentals for good LT price appreciation. Indeed, it owes some of its current price (maybe more than half) to misunderstanding of its business model and the prospects for its business. Along these lines. I have no difficulty with the momentum positions advocated here that say it's going up in the short term. But those with long term gleams in eyes... deluded I am afraid. At least of the bulls here you at least show that your rose colored glasses are ground under your feet. Take no prisoners in the short term. But travel light, and watch your back! Good hunting. John.

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