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


To: kvkkc1 who wrote (49687)3/8/2001 9:49:10 PM
From: Stock Farmer  Respond to of 77398
 
"Why should someone believe someone disassociated with the company, who is only interested in moving a stock in a direction to help the firm's clients, over the key players within the company"?

Hmmm. Maybe because sometimes they are right & the players are clueless?

Example: this spending slowdown thing. In October, with CSCO a two-bagger from here, analysts from ML and Lehman were warning about a possible capex spend problem. Nov 6 cc CSCO wasn't worried. Jan it was suddenly a big problem "all of a sudden"... remember?

But then again, maybe sometimes the analysts are clueless & the company is correct.

And sometimes, one or the other or both are just plain motivated to sell you a load of horse manure.

Not to put too fine a point on it, but one should view an investment like CSCO and its management and insiders and analysts and touts and market makers and bankers with the same lack of envy, compassion and empathy as you would reserve for a dollar bill.

But with a lot less faith: In God we Trust (only!).

As you can probably tell from my posting, I don't put a lot of stock in blindly accepting what the company tells me. I don't blindly follow the analysts. I don't blindly follow internet posters like you or bambs or anybody. Instead, I listen to all and synthesize a position from a variety of sources. And then FORM MY OWN CAREFULLY CONSIDERED OPINION, a product of all I have heard.

If an when that opinion lines up with that of bulls or bears or lemmings or whatever, it is by coincidence, rather than design.

John.

P.S. When I use the term "analyst", I mean that term fairly loosely to incorporate the amateurs (like yourself) and the professionals, both buy and sell-side alike. Those who look at the facts and dispense an analysis are, by my definition, analysts. Some analysts are worth listening to.



To: kvkkc1 who wrote (49687)3/9/2001 11:29:28 AM
From: chic_hearne  Read Replies (1) | Respond to of 77398
 
Maybe that's your problem, along with the bears on the thread. You actually believe analysts are capable of predicting accurately. There's a fundamental difference between bulls and bears. Why should someone believe someone disassociated with the company, who is only interested in moving a stock in a direction to help the firm's clients, over the key players within the company?

You mean these guys? - biz.yahoo.com



To: kvkkc1 who wrote (49687)3/9/2001 11:34:49 AM
From: GVTucker  Respond to of 77398
 
Seems to me the bulls have more of a problem believing the analysts. A year ago Cisco was the most highly rated stock I have ever seen. Most of the people that are bearish now were also bearish then.