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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: ourtrade who wrote (30818)	11/8/2006 10:52:39 AM
From: bob zagorin	Read Replies (2) \| Respond to of 57684

cramer endorsed my ftth triple play theory but said to stay away from the little guys and just buy csco. maybe it's too hard to pick and choose for a mass audience... anyway, i'm going the other way looking for small very targeted cos. in fact, i trimmed nt yesterday and cien today so i can make another move or two... here's cramer from the madmoney recap site.. ".. On Mad Money, we do not yield to temptation! What temptation? I'm talking about the temptation right now to go out and buy lots of little telco equipment suppliers. Don't buy, don't buy! There is every sign right now that we could see a major telco equipment rally. And I'm telling you that I think you should stay away. The only play I bless on this is big and boring, and it is... CSCO! I think CSCO could be a great way to make money off the triple play - how cable and phone companies are all spending fortunes to roll out networks that can provide phone, television, and internet, all through one line, giving you a house of pleasure. The triple play is huge; it's one of the best secular growth trends out there. Rather than give you a whole bunch of other names, and tell you that you're going to be safe, I am telling you that, ever since it bought Scientific Atlanta - the cable set-top box, CSCO's been able to offer the end-to-end solution. The bottom line!: I think that going into CSCO's quarter, I don't care. I actually hope it comes down, so then we can jump on the table and recommend CSCO for everybody who's not in it yet. That's my gift to you: CSCO - both before the quarter and after!..."