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

To: Frank Ellis Morris who wrote (49723)	3/9/2001 8:00:55 PM
From: Gottfried	Respond to of 77397

Frank, great post! I'm going to steal it. Gottfried [end]

To: Frank Ellis Morris who wrote (49723)	3/9/2001 8:07:01 PM
From: puborectalis	Respond to of 77397

Frank,the CEO of Agilent said he didn't see any significant upside in business til next year this time.It means that the Nasdaq will be dead for the next six months.....we need to get used to that fact.

To: Frank Ellis Morris who wrote (49723)	3/9/2001 11:15:35 PM
From: NOW	Respond to of 77397

Frank: out of curiosity, did you forget the <g> at the end or are you serious?

To: Frank Ellis Morris who wrote (49723)	3/9/2001 11:49:41 PM
From: jkc	Read Replies (1) \| Respond to of 77397

That was very funny, Frank, thanks. Below, see that KREM has a higher p/e than cisco: To:Dalin who wrote (32962) From: stockman_scott Friday, Mar 9, 2001 10:44 PM View Replies (3) \| Respond to of 32971 Ramblin: Tell me what's wrong with this set of numbers... Stock P/E AMAT 18 INTC 22 DELL 32 CSCO 55 KREM 82 siliconinvestor.com When a Donut chain gets a P/E that's higher than many of the tech powerhouses YOU KNOW things are a little outa wack <g>...I guess Krispy Kreme has much better growth prospects and more visibility than firms like Cisco or Dell...The Naz clearly has OVER-corrected and the signs of this are all around us...!! Best Regards, Scott@letsdreamaboutthemomodays1moretime.com

To: Frank Ellis Morris who wrote (49723)	3/10/2001 1:11:33 AM
From: gc	Respond to of 77397

You must be long. My sympathy. You have choice. Why don't you sell? or even better go short.

To: Frank Ellis Morris who wrote (49723)	3/10/2001 1:55:49 AM
From: Ed Forrest	Respond to of 77397

Frank Been reading some of your posts over the past several years and have got to say this about them.While I may not always agree with the content I like the presentation. One always knows what's on your mind.No having to read between the lines and trying to guess the real motive behind the comments.That's a real plus. You don't try and come off as the glib dinner party guest or someone that thinks he's better or smarter than the next person.Another plus. It's refreshing to read thoughts sans the mask. Cheers Ed

To: Frank Ellis Morris who wrote (49723)	3/10/2001 7:25:18 AM
From: Richard Mazzarella	Read Replies (2) \| Respond to of 77397

Frank, excesses occur on runs up, and then on the selloffs. Cisco announces staff reduction and the stock goes down. Usually when companies in stock price decline announce cost trimming, the stock price rises. Seems that in this high tech area nobody has experience with stocks that are going down? There's so much despair, this is the time to buy IMO.

To: Frank Ellis Morris who wrote (49723)	3/10/2001 9:00:14 AM
From: Cynic 2005	Read Replies (1) \| Respond to of 77397

<<When is this damn bloodbath going to end once in for all?>> When you accept these obvious facts: 1997-2000 was the bubble - not your genious. Greenspan was the creator of the bubble - not the destroyer. American public, as represented by your emotions, is nothing but a bunch of cry-babies. Above all, when you sell and shut-up for good.

To: Frank Ellis Morris who wrote (49723)	3/10/2001 9:28:37 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 77397

Let's put the whole thing in perspective. First, in 1998 came the Bear rant: "This is getting ridiculous. Rumor of acquisition, stock goes up. Computer sales up, stock goes up more. Analyst upgrades before briefing, stock goes up. Competitor beats, stock up in sympathy. Chip eqp't makers up.. stock goes up. Earnings published, stock takes a jump. Other analysts raise numbers, stock goes up. New product line fired up, stock goes up. Sector rotation, stock goes up. Greenspan lowers rates.. stock up. Greenspan raises rates too fast... stock up. Overseas sales soar ... stock up. AMD insider cashes options, INTC stock goes up ... geezzzz. Ready to put in a buy for 250, and hoping that a p/e of 1000 is finally acceptable to these freakin idiots. I'd call this a top... but it's a saucer. When is this damn bubble going to end once in for all?" Now, in 2001, from the bulls: "This is getting ridiculous. Rumor of warning, stock goes down. "Computer sales down, stock goes down more. Analyst downgrades before warning, stock goes down. Competitor warns, stock down in sympathy. Chip eqp't makers down.. stock goes down. Warning published, stock takes a hit. Other analysts cut numbers, stock goes down. New product line delayed, stock goes down. Sector rotation, stock goes down. Greenspan raises rates.. stock down. Greenspan lowers rates too fast.. stock down. Overseas sales slump ... stock takes hit. AMD line worker stubs toe, INTC stock goes down ... geezzzz. Ready to put in a buy for 1.50, and hoping that a p/e of 1 is finally acceptable to these freakin idiots. I'd call this a bottom... but it's a saucer."" When is this damn bloodbath going to end once in for all? Lather, Rinse, Repeat. Tongue firmly in cheek, of course. John.

To: Frank Ellis Morris who wrote (49723)	3/10/2001 10:16:20 AM
From: PMS Witch	Respond to of 77397

It seems everyone else is replying to your post this morning, so I thought I'd make it an even 10. It seems that when the usual triggers which cause prices to rise no longer work their magic, we're at or near a top. Conversely, when events that would normally cause price declines are met with indifference, we're near a bottom. Your observations, if accurate, indicate that the market is responding to external stimulation as one would expect. I would interpret this to mean that the current trend will continue. If I'm reading between the lines of your post with any accuracy, I'd assume you're assessing the market expectations are too high, and that companies with reasonable performance are assigned unreasonable prices. You may be correct, and it won't be the first time the market has missed setting an accurate price. We've hit above the bull's-eye often enough; maybe striking below can be expected too. However, errors in judgement cannot continue forever. This stock, and many others, will eventually trade at prices which accurately reflect the true value of the companies they represent. Cheers, PW. P.S. Ever get the impression that people post to brag. The bulls were full of themselves for a few years: Now the bears get the chance. Those joining us to exchange thoughts find themselves lost in the crowd, and often swept along against their will.

To: Frank Ellis Morris who wrote (49723)	3/10/2001 10:22:03 AM
From: JHP	Read Replies (1) \| Respond to of 77397

didn`t you see this coming? if you did not, why do you believe you can see the bottom? got glasses? regards john