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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 78.03+0.8%Nov 14 3:59 PM EST

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To: tepli who wrote (12856)3/10/1998 12:27:00 PM
From: The Phoenix  Read Replies (2) of 77399
 
Tepli and all,

Agreed. Cisco must in all business statement articulate the risks of investing in the company. This is their due diligence...and cisco has warned of slowing revenues and reduced margins for a number of quarters. And, if you go back and look, revenue growth has indeed slowed as a percentage (I think margins have remained intact). I think the slowing revenue growth has already been dialed into the stock, but margins might become an issue this quarter and going forward. This _could_ hurt the stock a bit because this factor may not be dialed into today's prices. Comments?

Gary
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