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

To: The Phoenix who wrote (15528)	8/1/1998 12:33:00 AM
From: Helios	Read Replies (1) \| Respond to of 77400

Some Market Caps (Mil) CSCO $98,342 ATT $93,391 Lu $115,371 TLAB $13,722 YHOO $8,632 MSFT $287,064 F $69,099 C $37,277 GM $46,536 GM $46,536

To: The Phoenix who wrote (15528)	8/1/1998 12:39:00 AM
From: Eric	Read Replies (1) \| Respond to of 77400

Gary, I couldn't have said it better myself! The only thing changing faster is the rate of change driven by "the need for speed". If there is one thing I have learned in over 30 years of investing is simply one word.........Growth! Eric

To: The Phoenix who wrote (15528)	8/1/1998 2:04:00 AM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 77400

To the guy who cared to post my previous responses on various threads: it's called sarcasm...I suggest you learn it. I mock your people for you zombie like affection for these stocks (particularly the DELL thread). <<Interesting post. So, the market turns bad.... folks run for the doors and put their money in...where...the mattress? Where's the big money going to go...more importantly and more significantly where's the small money going to go - the mutual funds and 401K? >> First, go to Japan to learn about mattress money and what overspeculation can and will do to an economy. Anyway, the premise behind that statement is that there will be continual inflows of money. That premise is flawed because it assumes consistent economic growth and current employment levels to be maintained. Sorry dude. Ever heard of economic cycles? It's a simple concept; what comes up must come down and we will be headed for a slowdown at best. <<That's why they're holding up in this market ... as well as anyone can hope anyway.>> Oh really? We're two weeks into a probable sustained bear market and you're professing Cisco's "strength?" I bet you all thought Cisco was going to go up today. Thursday was a classic bear trap and you all got caught. <<What's more there is a signficant barrier to entry - >> Yeah right! That's why Cisco's margins were being crimped last year. A couple of years ago people like you claimed the growth rate of the networking industry could be 50%/annum -- that's what fueled the absurd stock levels of ASND, CSCC, COMS, etc...well, guess what? That growth rate got cut to 30% and still remains there...and guess what...as more players enter that market, individual growth rates WILL fall! It's simple economics. <<True market fluctuations will effect every stock, but CSCO, LU, ASND, and other strong networkers are a great place for long term money. You can take that to the bank.>> VALUATION, VALUATION, VALUATION. I don't care how good the company is...when inflows stop, valuations will be questioned. A recession is coming that's what I'm trying to tell you. Read the economic indicators. Unemployment=less inflows=bear market. Cash will be king as the fallout is recognized.

To: The Phoenix who wrote (15528)	8/31/1998 7:56:00 PM
From: SouthFloridaGuy	Respond to of 77400

To: Puff Daddy (15526 ) From: Gary Friday, Jul 31 1998 10:06PM ET Reply # of 16628 Puff, Interesting post. So, the market turns bad.... folks run for the doors and put their money in...where...the mattress? Where's the big money going to go...more importantly and more significantly where's the small money going to go - the mutual funds and 401K? <<<<<<My guess is they go for stability - flight to quality and Cisco, since they always make earnings, will benefit. That's why they're holding up in this market ... as well as anyone can hope anyway. >>>>> WRONG. BIG STOCKS CAN ALSO FALL THE FASTEST BECAUSE THEY HAVE THE MOST LIQUIDITY. SHEESH...I swear I laugh when computer geeks think they understand simple finance.