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: Sonki who wrote (13859)	5/5/1998 1:37:00 AM
From: Eric	Respond to of 77400

Sonki Cisco will have a few charges related to acquisitions but the bottom line is we are still going up. I'm looking for a small earnings suprise but I expect the good news to be in the CC. John, my specialty is video. It eats up a lot of bandwidth so there is a lot of room for Cisco in this area. Gads it's fun watching the developments unfold! Tomorrow should be fun for everyone! Eric

To: Sonki who wrote (13859)	5/5/1998 1:49:00 PM
From: Dell-icious	Read Replies (1) \| Respond to of 77400

eric, i agree with u, csco now trades @ a lower pe then dell and has a higher growth. Higher growth than DELL? Where did you get this from? Dell-icious

To: Sonki who wrote (13859)	5/5/1998 4:29:00 PM
From: JRH	Respond to of 77400

eric, i agree with u, csco now trades @ a lower pe then dell and has a higher growth. I believe you have your facts construed. Dell's growth from year to year after last quarter I believe was 55%. What was CSCO's? Furthermore, the only thing Dell and CSCO have in common is the fact that they are both in the technology sector. One is a technology R&D enterprise, the other more of a commodity maker (albight a very efficient one). Furthermore, much of CSCO's growth as you point out can be attributed to acquisitions. Dell has grown through it's own marketing and cash flow with very limited financing. This no doubt is the miracle of Dell. Regards, Ryan