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


To: Greg Strzegowski who wrote (10863)12/14/1997 12:38:00 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Greg

Thats right. Back in 94 the analysts spread a lot of FUD which turned out to be totally false. I was lucky to add to my position at that time and have since made a bundle on the stock.

These are great opportunities to add to a long position or to trade the next move up which in the case of this stock always happens.

The new inventory model suggests that they are going to take on the low end of the market so that they will have the "end to end solution" for the first time. This will put incredible pressure on the smaller players!

I didn't sell on this downturn but came close. The "news" was not convincing enough. After wading through the "FUD" I changed my mind thankfully!

Now the bet is on between my dad, brother and myself!

Happy investing to all

Eric



To: Greg Strzegowski who wrote (10863)12/14/1997 12:50:00 PM
From: jach  Read Replies (2) | Respond to of 77400
 
<<CSCO chart from 1/97 throuhg 4/97 and the latter half of 1994>>

again, past patterns may or may not reflect future trends
in high-tech stocks;
consider just some of these:
-what will happen with some big announcements and big contracts;
with csco size and revenue and customer base it's common;
and there goes the model of the so-called bottom-bottoms
theories...
-what will happen when csco announces some key produtcs;
csco owns 80% of the Internet revenue stream and the next 6 months
10% of US households will buy their first PCs, and guess what,
almost all will be connecting to the Internet; csco will be the
one that will reap most of the revenues from SP, ISP, telcos,
and dial-support vendors (such as e-schwab, e-trade..).
- charts don't say much, but history does repeat itself;
so, just check the stock splits history and the appreciation
curve of csco for the last three years; many had lost
their shirts betting against it.