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 72.99-2.0%12:12 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zoltan! who wrote (24478)4/18/1999 10:25:00 AM
From: Techplayer  Read Replies (2) of 77397
 
LU does not seem to be losing ground if they are growing their revenue by $6 billion this year (versus what? 3 billion?). I am very familiar with the teams in place as well. The founders of Cascade have left, just as the early CSCO people have left. The perception of a mass exodus is purely hype. The employees at ASND are excellent and have the same motivation to stay as CSCO employees. Do you think that CSCO employees stay because of any reason other than stock price? If you do, you live in a fantasy world. It is about $. Better technology exists all around them at the start-ups. The same thing holds true for ASND. The vast majority of those that left did so before the stock doubled (prior to the acquisition...ASND stock has gone from 23-90 over the past 14 months). This only became public knowledge because of the wild success of Sycamore and the hype laid down by Chambers. The perception that LU is losing ground to CSCO is purely hype. There will be a battle between the two companies for the next several years and there will be enough business available for both companies to keep their growth rates on the move. If you have any facts that can back up why a company that is growing at 25% is a good buy at 70 times next years earnings and everyone should flee another because of supposed hype that is growing at a 20% clip and is valued at 40-45 times next years earnings, that will help here. IMO, both companies are here to stay and are valued at a high level because of the industry and company revenue potentials for the next 3-5 years.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News