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

To: bambs who wrote (34276)	4/20/2000 10:51:00 PM
From: Nick	Respond to of 77400

"Do you ever think about the people that get hurt?" You're right, CSCO is not just hurting us....it's killing us. Our gains have been dreadful the last few years. N

To: bambs who wrote (34276)	4/21/2000 4:30:00 AM
From: Paul Reuben	Read Replies (1) \| Respond to of 77400

I know you will all attack me now for calling you pump and dumpers. I don't care...cause you are either that or just stupid in my opinion. Sheesh! Two days ago I was a lemming, and now I'm a "pump and dumper" or I'm stupid??? I'm going to have to tell the teacher on you guys pretty soon..... :O)

To: bambs who wrote (34276)	4/21/2000 10:58:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

You say the discussion is deteriorating! I say your arguments are. LOL!!!! Yeah, I guess the way the process works is we both post the same thing back and forth and the one who gets tired of it first loses. LOL!!! funny. Anyway your last post shows your true colors. I am not pumping this stock at all. I am stating facts about why I think it's a buy. You are stating facts why you think it's not. I agreed with you that IF CSCO's growth rate slows the stock will go down. I agree with you that IF the market goes <3000 that CSCO may go into the low 50's again... So, while I agree wit these points (and have said so before) I find it odd that you can not agree with me when I say IF CSCO growth rates continue that the stock will continue to do excellently. This is one fundmental difference between a bull and a bear. It's clear that you're not only bearish on CSCO but that you're bearish on the market (forcasting <2900). I hope you're right...it'll be a great time to add all kinds of stocks. And while I suppose it could happen, I wouldn't bank on it. I on the other hand see the glass half full. Cisco has huge growth opportunities going forward. The tech sector - specifically infrastructure stocks - have arguably the brightest future of any sector on the market. Infrastructure needs to built out all around the world, in businesses and by service providers. The innovation going on in this space that is set to change our lives is just begining. So pardon my bullishness but I'm very comfortable with CSCO at $100B by 2005 and perhaps even more. And I also don't think it's ludicrous to assume that CSCO's PE is still north of 100 by then given 50% revenue growth for what would become 5 years. Note that GE has a PE of nearly 50... what has the growth been at GE for the past 5 years. 50 PE is not only a slam dunk.. but I would say that 100 is a given if in fact the markets operate as they do today and CSCO execute on this type of plan. Yes, you and I can argue all day long about CSCO's chances of being $100B in 2005. Seems to me I have a more accurate assessment given I at least understand the markets they are targeting, the growth rates within them, and have witnessed CSCO's execution. The SBC deal was just a begining of a new world of growth for CSCO. $6B in revenue growth this year will turn into $9 next year..maybe more as Service providers spend $100B-$200B on new infrastructure... by 2002 the build-out will be in full swing and CSCO and their manufacturing partners will not be able to build the stuff fast enough... (come to think of it that's already the case). Pardon me if you read my bullishness and pumping. I however have a lot more respect for those on SI to think that I could sway opinion on a stock. These guys on this thread are smart - really smart - they make their own decisions irrespective of what I say... and they should. I'm simply articulating my position and why I think CSCO has their best growth years in front of them. But the only way this will be settled is by waiting and watching. Yes, CSCO will correct as the market corrects - I agree.. we agree.... But if the market stabilizes CSCO will outperform the market. There is not a question in my mind. Now for a couple of final comments regarding your post. . I just think you and the other longs that are counting on the stupidity of the general public to buy your shares at $80-$100 this year. Is this how you feel about everyone or just those that buy CSCO? Your contempt of humanity is not welcome. That said for every buyer there is a seller and at $100 ($690B cap) this company has room to roll. These folks would not be stupid... er... well.. I guess I'd be one of 'em cuz I'll be holding for more. Just like you counted on some fool to buy your COMS shares at $100. If you look at the COMS posts I was very clear about my position. I was clear about when I was going to sell and stated it months in advance. I stated clearly I was buying for the run up and that I was going to sell the day before and the morning of the IPO. Note I'm not doing that here. If I were to pump and dump I would tell everyone. I guess I wouldn't be good at it since the rule is not to tell. So come to think of it... even with COMS I didn't pump and dump. Everyone there accused me of sitting on the fence - bashing the company while holding the stock. Go take a look.. you'll be enlightened - I hope. You talk of $1T and 10% like it's fact...like it's accepted...like it's a given. I think my growth projections where more then fair. You talk $45 likes it's happened. So? We're both guessing.... if you have a problem with it you shouldn't be having discussions where we share opinions. You said I am trying to talk down the stock. I admit it. LOL! Well I didn't say that you were... but thanks for sharing. .I think I am justified in calling you a pump and dumper. You like many before you invest in stocks like CSCO...pay your little membership fee to SI and pump away. I've owned CSCO since 1994 so I am not doing so hot at it am I. :) Pumping and duming is done over short period of time - not 6 years. You'd think I'd be worn out by now. Anyway, you clearly know nothing about me and I find this comment more than just insulting so after this final post I'd be happy to see you leave. As I said this conversation has deteriorated - not because of the discussion but because you have taken to insults. A clear sign that you are out of arguments and have only one last resort - insults. You attack anyone that thinks stocks are overvalued as being a "short" I did? Could you show me the post? Bambs Bambs Bambs... did you take your medication last night? I know you will all attack me now for calling you pump and dumpers. I don't care...cause you are either that or just stupid in my opinion., With that I suppose we can bring this conversation to an end. Have a good weekend - buh bye... 1112.net OG