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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (15402)12/10/1997 1:33:00 PM
From: Cynic 2005  Respond to of 50167
 
Judy, I agree with your view on Cisco. I bought puts for the swing towards $60 range. Though the troubled economies account for 12% of cisco business, I expect the Asian ills to have much more significant impact on cisco than what is projected by the analysts and the company. Growing at more than the industry average in itself doesn't make a strong bullish case for cisco - especially when the valuation is so high. IMHO!
-Mohan


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