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 74.40

-1.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zoltan! who wrote (23714)	3/17/1999 7:45:00 AM
From: Techplayer	Read Replies (1) of 77400

Zoltan, what is the eventuality of LU and NT? I have read all of the posts here and don't see a compelling argument that LU or NT are overvalued given earnings and earnings growth. I own CSCO and LU and am quite secure in the thought that both companies will continue to flourish in the coming years. One thing that concerns me for CSCO in the short term is delays in their multiservice edge switch/router and a lack of true competition for the M40. (Ericsson won't be the last to cut a deal on distribution of this product.). This is only one business segment but is a high growth, high margin segment historically controlled by CSCO. I certainly hope that CSCO continues forward at a similar pace. Regards, Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next