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


To: Zoltan! who wrote (28203)9/12/1999 1:31:00 PM
From: Bindusagar Reddy  Read Replies (1) | Respond to of 77398
 
Zoltan, these analysts opinions are only short term events. They have a myopic view of the markets. Yesterday Argus research guy on CNBC said on weekend edition of the Squak Box that they removed CISCO from their list and replaced it with LU. He may be wrong, but that gives you some idea about these research ananlysts. Don't make much out of "outerform", significantly outperform and minimally outperform from these people. Bunch of BS, it is self serving for their clients. They all have agenda.

The fact is both CISCO and LU should outperform, Cisco as the king of the enterprise networking(sham telecom products) and LU as the king of the Telecom networking. By 2001 LU will have more than 50% of revenues from abroad. Ditoo with CISCO as the world is getting networked. Just reap the benefits.

LU and CISCO will do internationally what KO, Gillettes did in 80s but at a largere scale. Warren Buffett missed the technology boat completely and he will underperform the market significantly unless he jumps on board.

BR