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: StockMan who wrote (13487)	4/17/1998 6:22:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 77400

CSCO: H.G. WELLINGTON has reiterated estimate for fiscal year ending 07/98 of $1.80 on 04/03/98 CSCO: H.G. WELLINGTON has reiterated estimate for long term EPS growth of 35.00% per year on 04/03/98 CSCO: H.G. WELLINGTON made new estimate for fiscal year ending 07/99 of $2.25 on 04/03/98

To: StockMan who wrote (13487)	4/17/1998 8:10:00 PM
From: bgg	Read Replies (2) \| Respond to of 77400

For the past few days, I've been reading plenty from "Stockman" ranting and raving about Cisco and the ATT outage. A few thoughts: 1. Cascade/Ascend switches have been involved in similar outages 2. Companies like Bay and 3Com don't offer ATM/FR WAN switches. They don't play in this area. Any outage of Cisco/Ascend equipment isn't very material to folks like Bay/3Com. 3. Telcos absolutely love it when their suppliers are willing to take the bullet for them. Whether the fault lies with ATT, Cisco, or both, the way Cisco handled the crisis speaks volumes, and will probably prove beneficial in the long run. Look at Wall Street's (lack of) reaction. The Stratacom and Ascend switches are bleeding edge technologies. The fact that these outages happen from time to time are unfortunate and costly, but in the end it only proves how crucial the technology is to today's economy. And if you look at the playing field, Cisco is well-positioned across the line to benefit from the increasing importance of this technology. Also-rans like Bay don't even play in key areas.

To: StockMan who wrote (13487)	4/17/1998 9:06:00 PM
From: Chris	Read Replies (1) \| Respond to of 77400

Stockman, RE:Why are you on this thread? SI threads in general can often be found cheer leading their companies. And why not, people are proud to own a part a great company or else why own it? I feel Contrary opinions are welcome and valuable to give us all a pause and question our assumptions, but your posts are just plain negative ranting with not substance. They are not provoking me to question why I think/feel Cisco is or is not a great company. They provoke me to ask why do you hate Cisco so much you need to come here and waste all of our time? I can't argue the technical performance specs of Cisco routers in detail. Nor can I elaborate on the nuisances of company balance sheets. I can say that Cisco management aggressively manages their company, products to fit customer needs, and market(read analyst) expectations. They run a tight ship and they have a strong focus and direction. They are growing and gaining market share. In short, they don't need you or me arm chair quarterbacking and second guessing their decisions. They know what they are doing. I vote with my shares, and right now CSCO has my vote. This is my last word to you. I wish you success in your investments. Chris