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

To: Cynic 2005 who wrote (16785)	9/3/1998 5:05:00 PM
From: The Phoenix	Respond to of 77400

MMV, You're suggesting that longs on this thread are not seasoned investors...perhaps with short positions on other stocks? Given current revenue run rates, market growth, competition, and valuations (which of course are partially rooted in history and partially rooted in expectations) what are your criteria for being bearish on Cisco. Of course, I'm making an underlying assumption about the market as a whole which could be flawed. Nonetheless, Cisco will perform better than other stocks (lose less in a bear market, gain more in a bullish market) due to their ability to grow faster than the markets in which they serve. This expectation is built into Cisco valuation. If you feel that this paradigm will change then please share with us why you feel that way. I'd be interested in your views. OG