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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: jimleon who wrote (10463)	11/14/1997 12:25:00 AM
From: sepku	Read Replies (1) \| Respond to of 77400

>>>The competition is crumbling (asnd), but why? The p/e is not outrageous whatsover. Any thoughts would be appreciated.<<< If you're looking for info/opinions regarding ASND, I don't think the CSCO thread is a good place to find it. You should go straight to the source. Stop by any time... exchange2000.com Style Pts.

To: jimleon who wrote (10463)	11/14/1997 12:13:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 77400

Hi Jim, I remember you from the old RACE days...CSCO has been consistant in their growth. The fact that CSCO remains near it's highs in the current market while other networkers have taken a bath speaks volumes. Not sure about it being the worst yearly return for the stock, but if it's 25%, I think I'll take it. bp

To: jimleon who wrote (10463)	11/14/1997 12:33:00 PM
From: dreydoc	Respond to of 77400

>>Anyone notice that the ytd return on CSCO is 25%. Not bad, but is this the worst yearly return for the stock? I think 98 may be a big move for stock. The competition is crumbling (asnd), but why? The p/e is not outrageous whatsover. << Their annual report testifies to the growing concern over expectations of perpetual growth at 50%+ This is a "mature" company with sober outlook on an industry that may be slowing. Margins are decreasing as evidenced by competitive pricing on all of their products. I'm long and I'll take 25% growth going forward and be very happy that this group can deliver it (reliably). dd