---OT---
jach, please state your agenda in spamming this same lame analysis of CSCO on the CSCO, ASND, COMS, and FORE threads. If you are still short CSCO, you will lose. CSCO will not miss this Q, or any Q in the near future.
asia mkt share has dropped significantly since the turmoil in asia, and by adding a substantial number of new employees in asia there is a compounded negative contribution to the near term earnings;
Perhaps, but Asia represents a very small percentage of CSCO revenue.
CSCO is investing for its future in this region, like other healthy companies are doing (like ASND). And given that they know they are a WS darling, they would not risk the Q by overinvesting too quickly. You can bank on that.
Europe and latin america is very soft;
Europe is not soft, and on the contrary is growing as fast or faster than the US.
From looking at recent csco performance, it basically follows the overall mkt condition leaning more towards the Nasdaq index; in a tech oriented up turn in mkt csco can outperform the SPY by about 5%, imo. This 5%, imo is not worth the risk knowing that it has the potential to drop 35%.
Lets look at the facts, not your outright bull*hit. CSCO is up 100% in the last year. CSCO is up almost 70% YTD. CSCO is up over 15% in the last 3 months. CSCO is 5-6% off its all time high.
NAZ is up about 3% in the last year. NAZ is up less than 10% YTD. NAZ is down about 7% in last 3 months. NAZ is almost 15% off its all time high.
My analysis: everyone here (and on the planet) knows if CSCO (or any other high PE stock) misses its Q, it will be get whacked. If you want to state as much, fine (on the CSCO thread). But do not take liberty with the real facts just to try and enhance your short position in CSCO. The nimble have made their short money in CSCO. The not so nimble are starting to get very nervous (and are spamming on SI). The stock dropped from 105 to 80. It sounds like you may have been late to the party. |
