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: The Phoenix who wrote (30537)	12/21/1999 12:23:00 PM
From: telecomguy	Respond to of 77400

I understand Gary that it's not a Zero sum game........but Cisco will NOT be ramping up their revenue and market share like they have been in the past. That's all. They will still be profitable but perhaps FAR LESS and certainly once the general market who don't understand Telecom and technology evolution that is happening out there figure out the IMPLICATIONS, Cisco's FUTURE EARNINGS projection -- i.e. P/E multiple will take a pounding. (Whoever thought Novell would fall? They were also GOD at one point but a 900 lb. gorilla hit them hard and there are lot of 900 pound gorillas in the networking vendor market!) So they will come down to earth finally like all mature companies but on the way down, lot of uninformed, uneducated investors will be hurt. Cisco is a fine company -- they are just overvalued that's all!