Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.99

+3.1%

3:59 PM EST

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To: jach who wrote (16878)	9/9/1998 3:15:00 PM
From: Danny Boy	Read Replies (1) of 77398

That has never worked over any period of time that a true long term investor will hold a stock. I have mentioned in the past the trade off from COMS to CSCO. Now it is around 3.5 or worse to 1. It looks as though CSCO's competitors have reached the breaking point on the market share problem and are cutting prices to the bone. Where will their profit margins be in the end even if they manage to snare a few big deals. CSCO stated recently that they currently do around 40+% of their business across the internet. They hope to boost that to 80%. This phenomenon has given Dell a huge advantage as competitors slash prices and give up profit margin while Dell keeps chuggin along. You have an interesting hypothesis though. Hope it works out OK in the long run. DGB

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