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.

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

To: Stock Farmer who wrote (53141)	5/18/2001 3:11:50 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77398

Look back several posts. I posted a lot of links showing Cisco's position in the market segments they compete in, the expected growth of those markets by industry experts, and a whole host of other facts. The fact that you choose to ignore those posts or claim that I'm in the clouds is just fine, but that doesn't make you right. The market has already decided what Cisco is valued today or haven't you noticed. And btw, $3 is not what the market decided, so you have some rethinking to do. Of course, the market may change its mind if Chambers lowers guidance again, but then again the stock may take off like a rocket, if he ups guidance.

To: Stock Farmer who wrote (53141)	5/18/2001 4:36:56 PM
From: Charles Tutt	Respond to of 77398

For quite a while "bears" and "lemmings" have been aligned; the tough position has been the long one. It has been very profitable (I assume) for the bears, and boosted their account equity, giving them great strength, and encouraging them to increase their positions. Longs, on the other hand, saw their equity shrink and were forced into ever more conservative positions. Now that's starting to change. Things are coming off the bottom. Longs have some equity to play with again, and overextended bears are starting to feel (minor, so far) pain. We call this a "positive feedback loop." Don't fight the Fed. Don't stand on the tracks when the train is coming. I think there's a lot of money on the sidelines. It doesn't want to be a hero, but it doesn't want the train to leave without it, either. (How's that for a string of broken metaphors?) JMHO, and not investment advice. Charles Tutt (TM)