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


To: CrabDaddy who wrote (10509)11/17/1997 11:14:00 PM
From: Ken Sullivan  Respond to of 77400
 
Gerald,

I too am betting my future on Cisco continuing to increase its market cap.

Ken

PS Cisco's market cap ($58508 million) is now second only to AT&T's (79162) in communications stocks! ...just surpassed Lucent's (55013), and is just a few bucks short of the MV of WorldCOM/MCI combined (30083 + 29277 = 59360).... well over half of IBM's (101223) and gaining on Hewlett Packard (65985). In the not too distant future the only company in both computers and communications with higher MV than Cisco will be IBM.)


Quotes represent close of trading on Nov 17, 1997

Company Ticker Close Change Percent Mkt.Cap
----------------------------------------------------------------------
3Com COMS 34.13 3.81 12.58% 11670
Westell WSTL 19.13 1.81 10.47% 695
Dialogic DLGC 42.94 2.56 6.35% 714
WorldCom WCOM 31.19 1.31 4.39% 30083
Ascend ASND 25.44 1.06 4.36% 5083
Lucent LU 84.69 3.50 4.31% 55013
Network Equipment Technologies NWK 15.50 0.63 4.20% 344
America Online AOL 76.06 2.75 3.75% 9042
Madge MADGF 5.94 0.19 3.25% 268
PairGain PAIR 24.44 0.56 2.35% 1837
Newbridge Networks NN 47.50 1.06 2.29% 8105
FORE Systems FORE 18.00 0.38 2.13% 1845
Cisco Systems CSCO 83.06 1.69 2.07% 58508
Nextel NXTL 27.38 0.44 1.63% 6620
Cabletron Systems CS 28.19 0.44 1.57% 4446
MCI MCIC 42.13 0.56 1.35% 29277
AT&T T 48.63 0.63 1.30% 79162
Northern Telecom NT 93.88 1.13 1.21% 24501
DSC Communications DIGI 23.25 0.25 1.09% 2782
Bay Networks BAY 28.81 0.25 0.88% 6356
Sprint FON 57.50 0.00 0.00% 25007
Premisys PRMS 29.75 -0.13 -0.42% 816
PictureTel PCTL 9.56 -0.06 -0.65% 327
Qualcomm QCOM 69.06 -0.75 -1.07% 5020
ADTRAN ADTN 37.88 -0.50 -1.30% 1503
Shiva SHVA 9.59 -0.16 -1.61% 282
Airtouch Communications ATI 39.06 -0.69 -1.73% 19696
Netcom NETC 18.63 -0.38 -1.97% 218
Tellabs TLAB 52.13 -1.31 -2.46% 9723
PSINet PSIX 6.25 -0.19 -2.91% 253



To: CrabDaddy who wrote (10509)11/18/1997 10:28:00 PM
From: Carl H. Gotsch  Read Replies (2) | Respond to of 77400
 
CrabDaddy,

It doesn't sound like you intend to trade the stock, but this kind of financial reporting is often a great contrarian indicator. Better yet if there was some sort of blurb on the cover that said "Great Networking Stocks", but "consensus" thinking by financial writers is not a bad second. Might call for some protective puts.

--Carl