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.

Non-Tech : XXXXXXX -- Ignore unavailable to you. Want to Upgrade?

To: x70sxn who wrote (2287)	1/2/1998 9:41:00 PM
From: Janice Shell	Read Replies (2) \| Respond to of 2563

J#-- Good to see you've got a grip in the nomenclature. Please do have fun with us Js. I love Indian food. Do you have recipes? J

To: x70sxn who wrote (2287)	1/3/1998 2:00:00 AM
From: FNS	Read Replies (1) \| Respond to of 2563

J# <<With coms,cs having troubles, with the cost cutting strategies of various managements clubbed with the E-Asian problems and its own blown up supply channels do u agree with my above opinion.>> Found your comments/perception interesting and rather "bearish" including those on the mohan's thread....but I certainly agree that due to the E-Asian situation , we aint seen nohting yet! On the other hand, CS, COMS, and CSCO have been beaten up and are rallying. CSCO will undoubtedly test the 60 area and COMS the 38-39 resistance area...CS has had their share of troubles but the stock may recover from here after having closed above the recent 15 1/2 high. IMHO these stocks have been oversold and untill they test their respective resistance levels, shorting in here is gutsy...certainly, if CSCO came down to 52 or 48 I'd be a buyer, BUT dump or go short at 47! I think CS is a buy in here and bought ITM Jan calls today. Quite frankly, am glad htat there is so much bear talk!!! Maybe the NASZ will turn up! BUT, could all be one big bear trap! sweet dreams... J$

To: x70sxn who wrote (2287)	1/3/1998 6:49:00 PM
From: Joseph G.	Read Replies (2) \| Respond to of 2563

J, My feeling is CSCO is too overpriced compared to its industry group, i.e., 20-25% premium would be perhaps OK, but its relative premium is more like 60-100%, which is too much, IMO. Short-term it probably can manage (manipulate) one Q results, but the general growth rate of the whole industry is slowing down, and this has been reflected in valuations of nearly all major networkers, but csco. In terms of Asian influence, seems, people have decided they've seen the worst of it; so, unless there is some new developments in Japan or greater China, or until fundametals start to be affected negatively in coming 2-3 months, seems they decided it's another buying opportunity. I'm not sure what exactly is your interest in it, so I'm rather general. J+