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 : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: BULL who wrote (5268)	4/15/1998 10:11:00 PM
From: Beachbumm	Read Replies (1) \| Respond to of 6980

CSCO equipment shuts down world commerce and the stock goes up three points? I just can't figure out anything anymore. I suppose one could look at it this way: since the customers are "stuck" in their CSCO gear the stock should go up. I just think that if BAY had that problem we'd be down 10 points. I am looking for only 8 cents a share tomorrow. I just hope that this quarter is the nadir. Today's action is pretty compelling for a positive conference call and a move (however eratic) up from here. Beachbumm

To: BULL who wrote (5268)	4/15/1998 10:25:00 PM
From: Roads End	Read Replies (1) \| Respond to of 6980

It is not how the market reacted to the CSCO news today it is the seed sown in the customer's memory that this is a company that makes mistakes and so can not be fully trusted. The pristine image is gone now forever. The high profile of what has happened has burned into the memory of customers for ever. Who doesn't remember the Audi fiasco or the Alar scare, the Ford Pinto or poisoned grapes? All proved to be without merit but the high visibility made it a part of culture not quick to be forgotten. Do you ever walk into Jack-In-The-Box and not think of e-coli? The pedestal is not as high now for CSCO and all the players competing in that arena have moved up one big credibility rung. Go ask the people at Wells Fargo if they have the same confidence in CSCO today as last week, NOT. <GGG> Steve