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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (38029)1/16/2001 1:21:54 PM
From: mtnlady  Respond to of 54805
 
"son of a minister and surely an honest man"

No doubt. I'm sure he has taken the passage in Scripture to heart that says "believes all things, hopes all things.." <VBG!>

Tough position for Cisco to be in right now though. On an aging main street (routers), share price under tremendous pressure (and very dependent on a high share price for acquisitions which fuel their growth) and not the leader in any tornado(ing) market.



To: Uncle Frank who wrote (38029)1/16/2001 4:46:57 PM
From: Mike Buckley  Respond to of 54805
 
I think we should wait for csco's report card on 2/6 before making any judgements.

To have a clear understanding of a downturn's impact on Cisco, I think we should wait atleast a year.

A separate point I forgot to make in response to mtnlady is that though Cisco's stock will be affected by a downturn, the stocks of the companies it buys will also be lower.

--Mike Buckley


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