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: RetiredNow who wrote (13174)4/3/1998 1:56:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 77398
 

Hey Glenn, thanks for the info on earning estimate decreases. :)


mindmeld,

It is my pleasure. I pass along increases as well as decreases.

Just wanted you not to feel like a beaten dog.

I have felt that way due a short play on AOL and AMZN<G> Still confident just beaten.

It does make me wonder why that didn't affect the price, though. Maybe it's like I've
been saying on the LU thread for a couple weeks now -- CSCO and LU have run up too
fast and are due for a pullback (especially LU). I hope get get vindicated soon. I think
it'll happen at the end of April. Then we'll all pick up some more of these two great
stocks.


It is my humble opinion the market is over bought. LU is priced insanely but they do make money. Money should leave the market next week to pay income taxes so that may give us a dip. A chance to get shares at a reasonable price.

Glenn



To: RetiredNow who wrote (13174)4/3/1998 5:35:00 PM
From: LWolf  Read Replies (1) | Respond to of 77398
 
mindmeld & Glen - re: Zacks dated (old) info on estimates.

As I read earning estimates statement..... it was like, so who are you? If it were someone from GS, ML, HQ, Mary Meeker (or Michel Murphy or J. Cramer) I might care.

Have any of you ever followed Mary's analysis. She's probably one of the sharpest women analysts for the technology sector. When she speaks I listen.

Laura