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

To: Jimbo who wrote (13076)	3/25/1998 7:32:00 PM
From: nukid onWallSt	Read Replies (1) \| Respond to of 77400

Just bought CSCO yesterday 68 1/8....Happy "KID" but negative comments from Briefing.COM... Any suggestions!!!CSCO will be up or Down tomorrow.. Thanks, >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Briefing: Which stocks are you recommending and/or avoiding? Peter Lieu: We just took Shiva (SHVA) off the Buy list because of the Northern Telecom(NT)/Aptis acquisition. We were looking for Shiva's relationship with NT to improve, but the acquisition places any improvements in jeopardy. We do not think that Bay will be the only networker to disappointment in earnings and because the market tends to overreact to bad news creating buying opportunities, we are waiting for those buying opportunities. Christin Armacost: The four companies I cover include Shiva, 3Com, Cisco, and Ascend. Of the four, Ascend (ASND) is the only stock on which a BUY rating has been issued. I believe the company has weathered the worst of its product and earnings troubles. They have made good changes internally with management and with their product transition problems. As such, I feel they have re-positioned themselves to regain market share lost in the second half of 1997. 3Com (COMS) is rated NEUTRAL, because I think its earnings estimates are too high, and its inventory transition efforts will take a lot longer than most analysts are expecting. Shiva (SHVA) is also at a NEUTRAL rating. While its business strategy is improving, it is still too early to call it a success. Finally, I have a NEUTRAL rating on Cisco (CSCO) based on valuation, and the fact that widespread product transition and pricing pressure in the industry is just too great to overlook-- even for one of the best managed companies in the industry.