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 : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (10547)	12/11/1997 4:14:00 PM
From: simonds	Respond to of 22053

Below 30, not in short term. The last time it hit 30 that's when the stock changed to stronger hands among institutions. If you want to make short money, look at cisco. This last and biggest networking cockroach is about to come out. We could see low 60 within 2 months. cisco's problems: 1) Router sales has been milked to death. No growth on all levels; threat of switch/router to high and mid levels, high levels are relegated to edge routing. The used router market and low priced Asian made routers are killing the 2500. Tag switching backfires. 2) Cisco has to grow the switch and hub market share; cost more to build and lower margin. It has stackable hub, but no stackable switch. Stackable switch is what people want, unless you're fortune 100. 3) AS5300 sales is flat because of 56k modem war. 4) Intense competition on WAN switch from asnd and nn. It's an indication of lower revenue, higher operating cost, lower margin. Someone just downgraded it's growth to 25%. I'll give it 22pe of (0.9 of $3.25 forward looking) = $64.3. regards, simonds