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

To: Lucretius who wrote (11539)	1/13/1998 11:08:00 AM
From: ralph keating	Respond to of 77400

I find todays lack of action incourageing to my feb65puts<eom>

To: Lucretius who wrote (11539)	1/13/1998 11:23:00 AM
From: MulhollandDrive	Read Replies (2) \| Respond to of 77400

>>I post on this board in the hope that someone will convince me that I shouldn't be short this stock.....<< I've been reading SI for over a year now, and frankly wouldn't make even the most insignicant investment decision based on anything posted here without doing my own DD. SI does serve me well as a resource for investment ideas. As far as your short is concerned, why do you think it's anybody's job to convince you otherwise? You made a decision, hopefully fully informed, so why do expect a long-term shareholder to dissuade you? It never ceases to amaze me, the contention between long holders and shorts. They are entirely different investment strategies, and it seems to be that both can be right, even with the same stock at the same time. bp

To: Lucretius who wrote (11539)	1/13/1998 12:16:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Lucretius, I agree with you in that airing one's position is needless. Hey, we agree on something!!! We now have a foundation for a mutual understanding!!! As far as one of us longs providing you with some conviction that this security will increase in value: I think many of us have provided you with solid fundamental business reasons as to why we feel this way. However, I think you're more focused the technical analysis. Now, I'm not an expert in this area, so I'll ask the question: Do all stocks behave in accordance with these analytical analyses? I suspect not, otherwise that's the only thing we'd all look at to trade with. This being the case there must be other attributes which affect a stock price other than expectations set by those that follow things like DMA and Bollinger Bands. My guess is things such as earnings, market share, future growth expectations all have an effect on stock price. (Interesting concept 'eh.) I should go on to point out that the Cisco stock price is a bit sold off right now - not due to company specific issues - but due to the expectation that this "Asian Crisis" (as it's been dubbed) will affect earnings. SO, if this crisis doesn't materially affect earnings come Feb 3 then my guess is the stock rebounds to trade at it's all time high...from there I see more growth as the Asian issue loses steam. This is the reason I think shorting is dangerous. Looking to technical analysis right now when it's influenced by outside issues which in reality may have no material effect on stock price is questionable IMO. We will see the beginings of the affect this Asian Crisis has on the tech's this week. So far, the vote looks to be - NOT MUCH. For those of us invested in the tech sector let's hope this good news stays good news throughout earnings season. Again, this all brings to mind my earlier comments to you. That is, what are your reasons for shorting? You're telling me (and everyone else) its the Bollinger Band and DMA that you're watching. If that's it then .... see you at 60+! ;-) Gary

To: Lucretius who wrote (11539)	1/13/1998 5:23:00 PM
From: JRH	Read Replies (1) \| Respond to of 77400

By all means, correct me if I am a little obtuse on my observations. But, I think that one of the things that sets CSCO apart from the rest of the networkers is that they are offering (or attempting to offer) end-to-end networking solutions for corporations as well as small / midsize companies. Do any other networkers offer this? As far as I know, I think not. This means that a corporation like MCI can go to CSCO and get EVERYTHING that they need to build/upgrade their network. I think that that business strategy is the one that gives CSCO the edge on everyone else and is why the world is flocking to CSCO. A few other reasons for my long position? Their focus on excellent customer service and the fact that most of their sales come via the internet, which helps out margins greatly through lower costs. Maybe some of these are why Red Herring Magazine named Cisco as the number one technology stock to own in 1998. Check these links out: redherring.com There is also an interview here: zdnet.com Have a good one folks.... JH