SI
SI
discoversearch

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: Thomas Scharf who wrote (12019)2/2/1998 2:30:00 PM
From: MulhollandDrive  Respond to of 77400
 
Hi Thomas, I took a lesson from Ibexx, I trade my LEAP positions and hold the commons. Unfortunately, I'm relatively new to this and don't have the luxury of your fantastic cost basis....



To: Thomas Scharf who wrote (12019)2/2/1998 3:24:00 PM
From: Eric  Respond to of 77400
 
Thomas

Don't worry. Luckly we are in the same position. My cost basis is in the single digits and every morning I reevaluate the competition.

Ciso is looking better now than I can ever remember.

Market position
Technology
Management

I keep looking at all the "What ifs" and the only thing I'm worried about is LU, and Northern Telcom. If they could mount a credible threat I would be worried. So far that is not happening. This year will be telling for Cisco. With their speed of execution LU and NT will be end rounded by the end of the year.

Time to place your bets all.....

Eric