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To: Sonki who wrote (12513)10/29/1997 6:18:00 PM
From: DennisToo  Read Replies (1) | Respond to of 27012
 
Sonki,

Here's an opinion on CSCO:

CSCO is a short sell.

Their product/name is not worth $55 Billion dollars--which is what their stock is worth. Not when USRX+COMS is only worth $14 Billion and ASND is just over $5. They do not have this kind of dominance on the industry. Too much competition + price pressure. Sure they dominate highend, but at most, CSCO should be valued at $30 Billion. Last time I looked they have trailing sales of $6.5 Billion. In the type of market enviroment we have today, Cisco will not last long selling at a price to sales ratio of $8.70. $8.70 in stock for every $1 Cisco sells in product--with SE Asia in crisis? Are you nuts? The stock will get hammered if they come in light this Q or warn going forward.



To: Sonki who wrote (12513)10/29/1997 6:31:00 PM
From: lbs  Respond to of 27012
 
Sonki, good or possibly great news. They are starting to trade LOR leaps on the 31 of October. Could be the best way to play this stock. However, with the price around 22, I would not want to pay too much premium.

Best wishes,
Dan



To: Sonki who wrote (12513)10/29/1997 6:36:00 PM
From: Judy  Read Replies (1) | Respond to of 27012
 
Sonki, I'm here now. On NN, see a convo Harry and I had on NN on the TA for Long and Shorts thread, posts 14653 and 14654 thereabouts. NN will fill the gap at 50-52, technically you can enter at 47-48. 200-day mav is at 45ish and support should hold there unless there is some change in the fundamentals. NN is in its quiet period now so if it gets slammed by rumors it cannot defend itself.

INTC ... your dream came thru. Patience, and let the quality stocks come to you.

PFE ... I like too, but at lower than yesterday's low.

btw, are you protecting your DELL profits? Lots of negative divergences developing. Take care.