Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Phoenix who wrote (45743)	1/2/2001 5:07:49 PM
From: GVTucker	Read Replies (1) \| Respond to of 77400

Note, Gary, that if you use actual earnings, CSCO has not grown its earnings sequentially since the quarter ended Jan 2000.

To: The Phoenix who wrote (45743)	1/2/2001 5:08:44 PM
From: Paul Reuben	Read Replies (1) \| Respond to of 77400

OK, who wants to knock 100-200 points off the NASDAQ? All you have to do is say "A slower economy will lead to decreased IT spending." What, you ask how do I know this? Well, it has worked 6 or 8 times already since the first week of December. It oughtta be good a few more times, no? :O)

To: The Phoenix who wrote (45743)	1/2/2001 5:11:10 PM
From: Eric	Respond to of 77400

Gary You sure got that right! Fear has been ruling the markets for quite a while now.

To: The Phoenix who wrote (45743)	1/2/2001 5:19:06 PM
From: bambs	Read Replies (2) \| Respond to of 77400

Gary, one thing to watch is after csco reports, what will the gains from investments be? How much has csco's investment holdings been reduced? I don't know what all they hold but I would expect by the second quarter of this year csco's investment portfolio won't look so nice. EFNT smacked AH. Clec's all in trouble, csco suppliers too...AMCC sold off nicely after the s&p addition...just like JDSU. I don't think csco will break $20 this year. I think the bottom will be found (for the year) around there. INTC should fall to low to mid 20's as there investment portfolio gets wacked and operating income growth is none existent this year. MSFT should just drift slightly lower over the year. AMZN will go bust. PCLN too. Many clec's will be in real trouble come the summer. I think CSCO will not perform as expected on revenue this year. I would expect 30-40% revenue growth but I bet they have a real tough time with "actual earnings growth" I will be watching the 11 cent trend and see where things go. I would like to try to put this bickering behind us. The thread is really getting ugly. (almost as ugly as the csco chart) Your posts of late have sounded reasonable. I will try to do the same. We have different opinions of where things are going...that's fine. I did take things a little too far with my year end gloating...I couldn't help myself...Ed just calls me a liar all the time and it makes me sick. Anyhow...best of luck in this new year. It has been good to debate with you over the last year. Bambs

To: The Phoenix who wrote (45743)	1/2/2001 6:06:58 PM
From: Monty Lenard	Respond to of 77400

I think you have to be a psychologist Well Gary we can agree on something. It is all about peoples mindset and right now their mindset is not good. Monty

To: The Phoenix who wrote (45743)	1/2/2001 6:37:27 PM
From: michael97123	Read Replies (1) \| Respond to of 77400

I don't think anything AG does at this point will have any long term impact on the markets Respectfully disagree. "Dont fight the fed." Wish I had followed that advice a year ago. Will ultimately work for the upside as well. We are getting savaged by gratuitous analysts and brokerage firms scrounging for all those sell tickets. Dont let the bastards get you down, Gary. Eventually this will end and we will resume upward movement.