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

To: Dan Good who wrote (15024)	7/13/1998 2:17:00 PM
From: Curtis E. Bemis	Respond to of 77400

Nice comparison- How can we include the 4 Billion $$ in Market Cap that BAY ripped out of Nortel when Investors learned what a rock that would be ??

To: Dan Good who wrote (15024)	7/13/1998 2:30:00 PM
From: Ibexx	Respond to of 77400

Dan, Re. At what point would a person have made money shorting CSCO in the past? Not too many of those around; none that I know of. Ibexx

To: Dan Good who wrote (15024)	7/13/1998 4:36:00 PM
From: StockMan	Read Replies (1) \| Respond to of 77400

Re -- At what point would a person have made money shorting CSCO in the past? Many occasions when they were overvalued. Shorting Cisco is not a long term strategy rather a short term (0-6 months) trade. However the landscape is changing very rapidly, and Cisco does not posess any inherent lock-in capability which cannot be duplicated. Cisco so far has survived purely on aggressive sales and using proprietary (IGRP) protocols in the enterprise router space, but this is changing too with low priced routers/switches on the horizon. Read Cisco's 10Q for slowing growth and lower margins. Price always catches up with fundamentals. And Cisco's fundamentals is significantly below its price. Stockman