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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (32117)	5/7/2000 10:45:00 PM
From: Jorj X Mckie	Read Replies (5) \| Respond to of 63513

I read it. There were at least three other publications that were slamming CSCO this weekend too. Seems like a brave thing to do...jumping in front of the most predictable earnings announcements in the market...what if they decided to surprise on the upside??? Maybe the thought that because some other companies were having difficulties this may apply to CSCO. I guess we will all know on Tuesday. But the timing of the articles is very interesting to me. Almost like someone wants the stock cheaper. I guess that the important questions to ask are "what growth rate in revenues would justify the current valuation?" "What growth rate in profitability would justify the current valuation?". And then we can sit back and see if CSCO meets those requirements.

To: Rich1 who wrote (32117)	5/8/2000 10:25:00 AM
From: Augustus Gloop	Read Replies (2) \| Respond to of 63513

There are a couple of things to keep in mind when reading that article IMO. 1) Barrons is in the rag selling business. Just like the National enquirer they know they need to lead with a story that has appeal to the masses. Csco is owned by every Tom <g>, Dick and Harry and thus it assures Barrons that rag sales will be up for the week. 2) There are zillions of companies that have both no earnings and no products. Barrons could have written about them but they have no following. What's the result - NO RAG SALES. IT'S ALL ABOUT SELLIN' RAGS AND BARRONS DOES IT WELL