SI
SI
discoversearch

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: Elroy who wrote (65982)8/11/2004 11:19:48 AM
From: t2  Read Replies (1) | Respond to of 77400
 
the good stuff (which is mainly numbers) outweighs the bad stuff (which is half qualitative "wobbly guidance"). I think it is a good buy down here (relative to other large cap tech names).

The problem is not Cisco itself. The entire tech sector's growth is really in doubt....and the current prices (especially of the high growth companies) could just be too high. The PEs have go much lower in a lot of cases.

That said, the Naz and Dow are rebounding on the oil news---just don't think it can last.



To: Elroy who wrote (65982)8/11/2004 11:21:24 AM
From: GVTucker  Respond to of 77400
 
On the inventory issue, you might be right, but that excuse didn't hold water the last time inventories started to get away from Cisco. In mid 2000, inventories started to grow, and Cisco management maintained that there was no reason to worry for much the same reasons that you're citing now. Cisco management was wrong then. The market is not waiting around this time to see if they're wrong again.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News