Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (26573)	6/23/1999 6:17:00 PM
From: Donald F. Figer	Respond to of 77400

Thanks for the info and the welcome. For disclosure, I first bought CSCO in '91, but my present basis is at $14. I have long (years), intermediate (a few quarters), and short (a few hours), interest in CSCO. I manage a dozen accounts, from retirement, to college savings, to first home savings, to making that "first million," so I have broad interest in all sorts of time horizons and investments (CSCO, C, ADI, RMBS, HAL, Hong Kong, Japan, Euro, bonds, oil, currency, etc. - not that I'm an expert in any of these, but I do alright for my clients). I do wish that each post on here had information content related in some way to CSCO stock price (any time horizon). Then again, some of you guys are pretty funny, too. I just have a hard time paging through posts and laughing when I'm watching my investments swing by a few thousand dollars every other minute. Here's my meager bit of information content: COMS took a dive at the open today, but CSCO wasn't effect, at least not after the first hour of trading. I am glad to see that the market was not throwing away the baby with the bath water. Hopefully, CSCO will hold up tomorrow despite announcements from AMD and MU (companies with their own special problems). In fact, both AMD and MU did not have disparaging comments about near term sector-wide sales. They are just getting squeezed by lower margins. So, CSCO investors should not care that AMD is under unit pressure from INTC, or that MU had lower margins. Now, if the whole sector is having unit pressure, then we're in trouble.

To: DownSouth who wrote (26573)	6/24/1999 2:50:00 AM
From: American Spirit	Read Replies (1) \| Respond to of 77400

Slightly OT - COMS fall today might speed up its takeover. Ironically, makes it a great buy. 1.6 bill cash, Pilot, networking, etc. I think CPQ might go for it. Moving away from internet portal biz selling Alta Vista. Will have 4 bill cash afterward. Nothing to lose. Need to make a new start. Will retain interest in CMGI but vacate big net ambitions. But they need Palm to own the next best delivery system (AOL deal, etc.). Euro telcos wants its networking. CS might go too. They're desperate in Euro land to somehow stop CSCO from taking over networking there. ERICY almost bought COMS but couldn't afford it whole. Bought a smaller networker instead. Something's gonna happen soon I think. Siemens wants one of them. rumor is Siemens and CS still talking. COMS will not exist in 4-6 months IMHO. Neither will CS. Neither will ELNK and one or two other small ISP's. Then you won't have COMS to kick around anymore. ggg Disclaimer: I own COMS and CS (and for good reason). CSCO