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 72.10+1.4%Nov 10 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jach who wrote (23265)3/2/1999 3:12:00 PM
From: Adam Nash  Read Replies (1) of 77397
 
Jach,

Please do me a favor. I realize English is not your native language, but try to understand:

Just because Cisco has a market cap that is greater than IBM does not, in itself, prove that it is overvalued.

Microsoft has a market cap much greater than IBM's. Why? Because their earnings growth potential is much greater. Like Lucent, in some ways, IBM has an awful lot of businesses that are just never going to grow substantially. IBM is transitioning away from these low-margin businesses, but it is a long process.

The fundamentals of IBM's business are vastly different than Cisco's. End of story. Posting the same thing over and over and over again does not make it true. It just irritates people who try to read this thread for new content.

So, let it be known, for the record:
"Jach believes that Cisco is overvalued because it's market cap is greater than IBM's."

There. See, no need to repeat. We all get it.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext