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

To: kvkkc1 who wrote (39281)	8/10/2000 9:59:58 AM
From: bambs	Read Replies (2) \| Respond to of 77400

That was a cute post... What do they know that they are going to tell people before they have the opportunity to profit from it? Nada From that logic....since they are telling everyone to buy..that csco is a core holding for all...they are probably selling...that is why they sold into strength on the pro-forma earnings number. Who the hell do you think sold yesterday...huge volume...I bet the public bought and the pro's dumped... Just look at the outstanding shares for CSCO...enough shares for everyone on the planet to have one. That's alot of paper. The longs of this board like Gary, Uncle Frank and Ed Forrest are a bunch of mush mouths spewing mumbo jumbo on the thread...talking of $100 targets. Just look at the numbers...record quarter...30% real income growth...in the reports. The Pro-forma numbers are a joke. you take 11 cents 30% a year for 5 years. 2005 you get $1.60 for the year. P/E of 50 stock price of $81.5...a 3% gain year over year = inflation. This stock is a bloated whale that Wall Street is trying to dump on the public. Gary will mush mouth on about market share and sector growth...bla bla bla....hogwash! If CSCO can only grow real net income by 30% now what they hell are they going to do in the coming years as they continue to grow...it gets harder and harder to growth when you get sales over 30, 50, 80 billion. It will fail...the public will be left holding the bag. Some of these old csco longs are up over 1000% on csco. Even if it gets cut in half they will still be up 500%...good for them. Don't be fooled by them into buying at these levels... Bambs p.s. did we just break the 200 day moving average?

To: kvkkc1 who wrote (39281)	8/10/2000 11:13:11 AM
From: The Phoenix	Respond to of 77400

Thanks kvkkc1... I do believe that the market's Cisco is addressing are not all that well understood by the fund managers and accountants. It's one thing to understand the income statement and balance sheet - it's another to understand the forces that are impacting those two documents. CSCO, in my analysis may be fairly priced here but downside risk isn't what many might have you believe... and upside is still quite huge IF cisco executes. I mean... last FY earnings growth was 29%.. this year was 47%. If that doesn't speak volumes about this industry and the growth in it then I'm not sure what does. OG