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 Systems, Inc. (CSCO)
CSCO 83.91+1.9%12:02 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lizzie Tudor who wrote (69131)10/24/2005 2:14:56 AM
From: Elroy  Read Replies (1) of 77400
 
I'm not really exuberant about this market Elroy.

I know, but your view on the market this year has always been based on the prior three months of trading. In other words, you are saying its a bear market today, but if the market moves up 10% in the next two months you'll then be saying its a good market. If that happens it will actually have been a good market starting TODAY, not when you finally come around. I don't think you use forward looking techniques enough.

I might be exuberant about MY STOCKS but that is an entirely different thing.

That's called a stock picker's market.

Didn't we just recently hit another 2 yr low on Cisco? Their business is, without a doubt, improving.

Well, in their last conference call they lowered forward revenue expectations, so at least things for CSCO were deteriorating relative to consensus expectations. But I do think CSCO is looking pretty attractive as a "safe tech bet" investment. Reasonable growth at attractive value. My main concern with them is I really have no certainty that they won't lower revenue expectations again when they report October, and that aint a recipe for share price outperformance.

I may buy some GOOG (like, 10 shares!) and hold it through the first week of January. It sure doesn't seem like its going to go down. Longer term, I agree with the people who say GOOG is already bouncing against the law of large numbers ceiling...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News