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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: marginnayan who wrote (1629)	10/25/2001 9:46:11 PM
From: mishedlo	Read Replies (2) \| Respond to of 99280

And at .02 per share is CSCO a buy? What is its PE at .08/year. Ho long can they maintain such great growth. Perhaps the market will wake up and realize what a piece of crap this is. Look at oil companies making billions on PE of 5-8. BWTFDIK cause the funds like to buy CSCO. M

To: marginnayan who wrote (1629)	10/25/2001 10:11:37 PM
From: JRI	Read Replies (1) \| Respond to of 99280

Margin....you need to go back much further....Stix was positive on Csco as that sucker plummeted from the 80s for a long, long time (until summer I think)... Anyway, I really wouldn't rely on what an analyst (any analyst...especially MSDW-g) says about anything...they are paid, ahem, "ladies of the evening"...remember all the analysts (like John Joseph) saying the chip turnaround was last April....wonder how much chip stock inventory his breathen dumped on that one? ng

To: marginnayan who wrote (1629)	10/26/2001 12:55:17 AM
From: Math Junkie	Read Replies (1) \| Respond to of 99280

What you're basically saying is that expectations for Cisco are high. That means that if they deliver on those high expectations, many of the people who have been buying the stock based on those expectations will "sell the news" to take profits after the announcement. Normally a widely followed company's earnings announcement does not touch off a big rally unless they surprise to the upside in some significant way.