Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

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 77.80

-0.3%

Nov 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: StockMan who wrote (17798)	10/6/1998 1:24:00 AM
From: MMW	Read Replies (2) of 77400

You are right about the message sent by Cowen that the enterprise spending is slow down. With financial sector melt down, it is possible their spending slows down. If CSCO has 15% more revenue came from that sector, it is going to be affected unless CSCO finds another avenue to replace it. Look at LU, for example, once people realized the potential slow down. They dumped the stock first even LU has stated they are comfortable with earning estimate. I guess this is a very sensitive market. High valuation has to be supported by solid fundamentals. I will not know how CSCO is doing until it reports earning in early Nov. That is what I thought todays action on CSCO stock. Cheers! Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next