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.

Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (37488)	3/25/2001 12:40:17 PM
From: stomper	Respond to of 50167

Or ORCL when Ellison was all over the financial media pumping that they would meet/beat and two weeks later they warned. -dave

To: mishedlo who wrote (37488)	3/26/2001 5:16:47 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

<<Yep, about as much as CSCO in Nove when it said things were fine. What a joke.>> Growth based non-valuation companies does have a very flimsy model to arrive at stock price, I think that by Nov the un-certainity was not that great, the election stalled the momentum in the 'industry' to a great extent and off the cliff we were, the signs for Chambers must have been omnious but they must have overlooked them. The 38 days stalemate of the uS elections brought a lot of damage to the 'growth based industry' plus AG who still thought that he is being pursued by 'inflation', I would assume that 'inflation' is dead since Labour and Socialist's donned the garb borrowed from 'Thatcher-Reagen' revolution. No and again we will see some threats from over heating but productivity gains outstrip all these problems, the Nov cycle drop was absolutely out of normal and now we assume htat may be communication' revolution is dead, we are saddled with for example BT 30 billion £ debt, but one instant, their real estate portfolio alone has the ability to retire 2 billion£ plus annual saving of 100 million £, next CWP they have now 5 billion £ in cash the stock cut ot half either they got to give the money back to the shareholders or employ it better. The issue right now is can this debt be managed, I think it can, with lower interest rates and narrowing of the yield gaps, the demand cycle will pick up by June..CSCO looks ugly making a new low but once the inventory issues are resolved, we may see a good growth possibility, it is for this I like ot buy some calls of CSCO or say leaps for 2002..