Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

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To: kvkkc1 who wrote (65994)	8/11/2004 8:46:09 PM
From: t2	Read Replies (1) of 77400

They play cutthroat pricing and other companies give them a look rather than the top dog. Maybe that's why other exec's are telling Chambers they don't know if they're going to pay the big bucks he wants when they can go elsewhere and pay less. That makes sense; now more so than in years past. I heard similar comments from a person I know that works in the industry. This might be the real problems Cisco has to overcome. Can they do it? I don't know but the stock is now riskier than it has been in years past (risk to margins a few quarters from now). Higher risk with only limited growth means the PE should be much lower.

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