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: Eric who wrote (67001)	2/8/2005 11:28:36 PM
From: t2	Read Replies (4) \| Respond to of 77400

Probably little upside in the stock as well. I can't see it hitting more than 22 at best in the coming months assuming a strong market. I don't plan to stay in this stock long; no reason to. As for retail investors not being in such stocks, I am going by the money outflow from tech mutual funds in 2004 and any investor poll I have seen has been bearish on technology. It seems tech is not the prefered investment now and that is why there is little negative reaction to Cisco afterhours. I had not considered the TA perspective on Cisco but I see "BenWobbles" says it is not good.

To: Eric who wrote (67001)	2/9/2005 7:03:06 PM
From: RetiredNow	Read Replies (3) \| Respond to of 77400

I hope you are right. I just bought some today! First time I'm an owner again in several years. Welcome me back into the fold everyone. ;)

To: Eric who wrote (67001)	2/9/2005 7:15:50 PM
From: Amy J	Read Replies (2) \| Respond to of 77400

Eric, if revenue is 12% and assuming they are able to achieve this for 5 years with a peg of 1.5, loosely assume 15% profit + 5% buy back = 20%, * 1.5 = 30, pe * eps $.79 = ~$23. The current stock price appears to be assuming dilution & no buy back or a peg lower than 1.5. WS appears to be negative on hightech but after the dotcom crash, who can blame them. Some performance numbers on other industry sectors (click performance): Bush's buddies: Defense 10-year annual return 17.21% personal.fidelity.com Select Natural Gas Portfolio 1 Year 44.26% personal.fidelity.com I remember back when Natural Gas (or was it the Energy fund) had a dismal 10-year annual return around 3% to 5% (back when inflation was higher than today too.) It's current 10 year return is 15.20%. But I would not bet on past performance. personal.fidelity.com Greenspan's buddies: personal.fidelity.com Given what t2 said about the lack of inflow last year and tech being out of favor, probably means the mo-mos aren't in this to the degree they were in csco previously, which would suit me fine. Rather see the stock go up due to results than due to mo-mos. Regards, Amy J