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

To: Z268 who wrote (34717)	5/6/2000 9:48:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 77398

Article about Cisco earnings zdii.com

To: Z268 who wrote (34717)	5/7/2000 11:29:00 AM
From: j g cordes	Read Replies (1) \| Respond to of 77398

How to beat CSCO with CSCO.. I don't contribute to this thread but having read the Barron's piece this morning its the best place to put out some money making ideas. That's what its all about right? We're not here to defend CSCO, or to knock it, after all its worth 470 billion and we're here to make chump change on which way the elephant turns.. CSCO is overvalued, which doesn't mean it can't go up in price, just that its overvalued by comparison to a number of ratios.. not to mention the challenges every larger than sovereign nation size company faces to continue a blistering growth rate. PE's have to back off as a company gets behemoth.. size eventually becomes the asset that's a liability. It might be better in the long run for CSCO to divide itself up... spin off a cash rich, bleeding edge research group that buys itself into the optical switching arena. What's the best way to play CSCO. In the short term there's so much caution that even with great earnings the stock probably won't climb a lot higher. I think 70 or shy of it, will look like a nice head and shoulders formation to sell into, one that technicians and analysts will worry over even with great earnings, then a good chance it will fall to 55-57 area. The better play is buying the food the beast wants to eat.. what stocks will CSCO want to swallow to get into optical? Jim