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: elmatador who wrote (28822)	10/24/1999 8:15:00 AM
From: James Fulop	Read Replies (2) \| Respond to of 77399

Instead of shorts creating a profit warning rumor Friday afternoon, what if this weakness came from the Sycamore story? I am not sure how valid this is, but after hearing a networking consultant talk about how the need for Juniper and Cisco routers may decrease if Sycamore's technology is more widely adopted, I can see how some "shoot first and ask questions later" types could have sold after seeing the meteoric rise of Sycamore on Friday. The interview is at: radiowallstreet.com Just go down the page to the bottom and click on Gaskin's IPO Desktop The interview starts around 1/3 through after a bunch of stuff about other IPOs... I would appreciate any comments. Thanks. (And no, I am not associated with that site, but long enough networking stocks to be interested in these developments and the perception or misperception of developments.. <g>)

To: elmatador who wrote (28822)	10/24/1999 8:48:00 AM
From: Curtis E. Bemis	Read Replies (2) \| Respond to of 77399

To be honest, I did'nt remember-- Before the year ends we will see a profit warning from Cisco. ... You've been warned! Remember? So, I went back and found your message- Message 7635554 and then reviewed the context in which you went on record. The context seems to have been the article in the SJ Merc about Cisco's "Virtual Close"--about Larry Carter, the Cisco CFO, having complete control and up-to-date information wrt. the financial state of the whole enterprise. This avoids the usual scurry surrounding the Q and FY closings. newslibrary.krmediastream.com Sorry I did'nt save nor post the article but I remember it well. So, now I remember, as you asked me to do so. Your post to me is now bookmarked. You said, on 2/3/99-- Before the year ends we will see a profit warning from Cisco. These investments geared up to branch into the telecoms segment aren't going tp pay back just as the customers' premises boxes had (so far). You've been warned! I don't think you are right, but time will tell. You have just 10 more weeks for your prophecy to be valid. I'll send you a note on 1/1/2000.