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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (21345)3/26/2000 12:29:00 AM
From: chaz  Read Replies (2) | Respond to of 54805
 
I agree with that. Totally inoperable. Frank it's the old, old story...you see what you believe, and ignore the rest. I respect very much your prior evaluations of CSCO...just don't let yourself be blindsided by some newer developments.
My mind isn't made up, I know far too little, have no stake in either one...CSCO or NT, but maybe that's my advantage here.

Hardware, I don't see much of a problem for any one of these companies. That strikes me as a manufacturing, cost of manufacturing issue. If there's a significant software side to the NT story, that could be very persuasive, IMO. That's where this whole discussion may turn.

Commentary from others, please.

Chaz



To: Uncle Frank who wrote (21345)3/26/2000 8:16:00 AM
From: Techplayer  Respond to of 54805
 
Uncle Frank, Mr. Fun has been quite accurate in regards to what technologies and products have been and will be successful for LU and CSCO. You are misconstruing technical advantage versus the markets willingness to pay for a stock. I do not see it as a fault if Mr. Fun did not see the markets willingness to pay 30X 2007 earnings for CSCO (assuming 30% yoy growth every year until then, which is unlikely). good luck, tp


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News