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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: John Malloy who wrote (32276)	2/12/2000 10:51:00 AM
From: The Phoenix	Read Replies (2) \| Respond to of 77397

John, Thanks for the analysis.. just one thing you may want to integrate there... Your underlying assumption is that sales for CSCO have to slow and no one can disagree with you. However given that CSCO is just now begining to penetrate the carrier markets it would seem to me that this slowing growth will be delayed for a few more years. I think just to make the assumption that growth will slow without looking at target markets, market sizes, market growth, and CSCO market share in each....then making some assumptions about pentration into these markets (market share growth) that until you do this work you can't go on to make your assumptions about valutations OG

To: John Malloy who wrote (32276)	2/12/2000 5:31:00 PM
From: Yaacov	Read Replies (2) \| Respond to of 77397

John, great post, thanks! Any idea where the share will be before March 22?

To: John Malloy who wrote (32276)	2/12/2000 9:13:00 PM
From: Guy Gordon	Read Replies (2) \| Respond to of 77397

RE "My conclusion: Cisco is a buy even at $130/share." Perhaps long term. But short term, CSCO is overpriced. Here is a chart: white-crane.com I trade and invest using trendlines & channels. On the chart you can see that CSCO is at the top of its trading channel. That down arrow yesterday is where I sold a few shares to get off margin. (I still hold far more long-term.) I tell everyone they need to own this stock. But I wouldn't advise them to buy it this week. They should wait for it to correct a little.