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

To: Kashish King who wrote (34213)	4/19/2000 11:39:00 PM
From: Paul Reuben	Read Replies (2) \| Respond to of 77400

You know, you're just following the lemmings and you can't stand that anybody would dare interrupt with common sense. Oh well, you'll have to find out the hard way why valuation is still important. I propose we ban the use of the word "lemmings" on this thread until (and IF it ever happens) the day CSCO disappoints. I take offense at being called a lemming when I'm sitting on a nice gain year-to-date while many of the other techs/indices are in the toilet.

To: Kashish King who wrote (34213)	4/20/2000 12:02:00 AM
From: Ed Forrest	Read Replies (2) \| Respond to of 77400

Rod Hi,must be a tough job flitting from thread to thread spreading FUD.Is that position self appointed or do you have to make application for it?Does it pay well and you do get benefits,medical,options,etc?It's kind of a thankless job but somebody has to do it,right? Have you reviewed the past 5 year chart for Cisco?I think it's rather impressive ,don't you?I'll include a link so you won't have to go to the trouble of researching it. finance.yahoo.com Cheers Ed PS I suspect that as long a Cisco's business plan remains intact it should mirror its past performance.

To: Kashish King who wrote (34213)	4/20/2000 9:56:00 AM
From: The Phoenix	Respond to of 77400

Rod, We can take everything you said and throw it out the window as worthless information: Gee... That coming from someone as close to the industry and as plugged in as you. You're probably right. you're counting on competition staying completely flat, No I'm counting on Cisco growing market share in their target markets - which they have continuously done. That means competitors come in and succeed - but the market out grows their growth and CSCO get's the lions share. This most likely means that CSCO takes share from incumbents... and evenutally failing start-ups. They won't all succeed.... and those that do just might get bought. ;) inflation not rising at all, Inflation may rise but given the feds actions I suspect it'll be controlled. Still inflation domestically doesn't neccessarily translate into inflation worldwide...and it doesn't neccessarily trnaslate into reduced opportunities. The buyers of CSCO equipment HAVE to buy in order to keep up with their competitors. This is a critical build-out time for all them and should last for at least the next 10 years if not longer. growth continuing at 30% plus and CSCO being able to broadly diversify in equally strong growth areas, Yes,... this has been a recurring them. Given that growth in the SP space it 80% Q on Q right now and that CSCO has <5% market share I don't think continued growth in like this is a problem. This coupled with continued growth in enterprise of >20% should allow CSCO to grow at 30%+ for quite a while longer. Here are a couple of data points: - Gig Router Revenue CAGR is 55% to 2003 - Terrabit Router Revenue CAGR is 149% to 2003 - DSL Revenue Composite Estimate CAGR is 60% to 2003 - VoIP Gateway CAGR 103% - Cable Modem Terminal Servers - 69% - DSLAMs - about 55% Meanwhile A data point for old world equipment - Digital Cross Connects, DWDM, Sonet Mux's CAGR 3.1% to 2003 Armies of so-called analysts out to protect their employers investments through any means possible. OK>.. perhaps. Looks like a little insurane policy to me. Clearly you're ignoring Cisco's real current and real prospects because that's worked up to now. I'm guessing that I have a better handle on their prospect than you at this point in time. The data is out there. I've been working with it for years. Have you reviewed it? The mistake you're making is thinking that this insane (that's what it is) valuation is going to continue to exist indefinitely. Take a long hard look at IBM, Motorola or any number of other real giants -- in terms of revenue. Then take a long hard look at their stock price. No, the mistake is comparing Cisco to these vertically integrated, slow growth, old world companies. You can add LU to that list. At the same time why don't you take a look at companies like: FDRY JNPR ATON EXTR QCOM RMBS or any of a host of dot.coms. You justify your position that this company is overvalued with little data. But that's OK, you're entitled to your opinion and I'm certainly not here to change that.... Differing opinions is what makes the market. However, there are thousands of companies with far worse fundmantals and 1000's with far worse propects than CSCO. But if you feel the need to make your case here you'll have to do a far better job than you're currently doing. The facts are - Cisco market opportunities are HUGE - Competitors will come in and succeed but Cisco will out-execute or buy - Cisco continues to gain market share - Network build-out here and abroad is growing at an unbelieveable pace - This growth will continue for the forseeable future - Cisco is THE best managed company in the game - And this is why Cisco enjoy's what is - I agree - a pretty hefty valuation. OG