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

To: GVTucker who wrote (52237)5/2/2001 12:47:19 PM
From: JakeStraw  Read Replies (2) | Respond to of 77399
 
>>That Morgan Stanley report was unquestionably positive on Cisco.

My take on the MSDW report was that Cisco the company still may have some near-term issues that could impact sales. CSCO the stock then could be presently overvalued until a turnaround in business conditions is more certain.



To: GVTucker who wrote (52237)5/2/2001 1:23:50 PM
From: Chris Carlson  Respond to of 77399
 
GV,

Well, that may be true, but the analyst's comments didn't seem positive! I think that Jakes Straw's post may have it correct in terms of MSDW's intent. However, the street seems to want to hear the positive about the networkers right now.

Chris


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