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.

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

To: Boplicity who wrote (10715)	12/10/1997 9:51:00 PM
From: W. Luther	Read Replies (1) \| Respond to of 77400

<<The trading goddess got to him finally>>...that may be, but Cramer did make some good points: 1) the MD&A section of their 10Q that came out yesterday had some cautionary comments about future growth in Asia...check it out! 2) Several other tech sectors, most recently the database sector yesterday with ORCL, have seen the sector leader be the last to announce or preannounce an earnings disappointment. CSCO's about the only networker not to do so. 3) At the present time, there's no compelling reason for people to continue the CPU upgrade cycle into P2's...in the past the migration to 386's - 486's - Pentiums made sense because the software people used ran much better on the faster CPU's...I don't think that's the case with P2's, at least not right now...while this may not affect CSCO directly, if people start to bail out of technology CSCO will feel it too Cheers, Wade -- still long CSCO, but with some protective puts