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

To: Dave who wrote (48251)	2/6/2001 8:31:55 PM
From: All Mtn Ski	Respond to of 77400

Dave, I use fundamentals first, it has served me well. I realize Price to Book needs to adjusted for different industries, software for example, which is mostly intangible brain power stored in the developers, but it is still a good relative value measure, IMHO. With the market currently in a "re-valuation" mode, I'd say CSCO carries more risk, even at its current price. You can't say its cheap. IMHO, success in the market is a contest of matching risk with reward. Capital preservation is paramount, know when the odds have turned against you and the risk is higher than before. Don't take a position unless the risks are in your favor. Your reaction to my post shows some emotional attachment to a stock, that is a fatal flaw, IMHO. Good luck, Tom

To: Dave who wrote (48251)	2/7/2001 12:49:18 PM
From: chic_hearne	Respond to of 77400

Tom, I'll let u "borrow" my shares to short. Just send me a pic of you and the wife and kids so I know whose money i'm taking... <g> One great thing about Crisco is there's so many shares in margin accounts that you never have trouble finding some to "borrow". Additionally, Cisco has continued to grow their earnings. Not for 5 quarters now. You can only torture a balance sheet for so long before it implodes. We're getting near that point.