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

To: jach who wrote (16878)	9/9/1998 3:15:00 PM
From: Danny Boy	Read Replies (1) \| Respond to of 77397

That has never worked over any period of time that a true long term investor will hold a stock. I have mentioned in the past the trade off from COMS to CSCO. Now it is around 3.5 or worse to 1. It looks as though CSCO's competitors have reached the breaking point on the market share problem and are cutting prices to the bone. Where will their profit margins be in the end even if they manage to snare a few big deals. CSCO stated recently that they currently do around 40+% of their business across the internet. They hope to boost that to 80%. This phenomenon has given Dell a huge advantage as competitors slash prices and give up profit margin while Dell keeps chuggin along. You have an interesting hypothesis though. Hope it works out OK in the long run. DGB

To: jach who wrote (16878)	9/10/1998 10:05:00 AM
From: jach	Respond to of 77397

<1 csco ==> to 1 ASND + 1 COMS + 1 FORE; and also left over for 1 CS as a bonus> if one did it at open Tuesday it's already doing not too bad

To: jach who wrote (16878)	9/10/1998 5:30:00 PM
From: Glenn D. Rudolph	Read Replies (2) \| Respond to of 77397

MO, by converting each csco to 1 ASND, 1 COMS and 1 FORE (approximate conversion) will give one a much better appreciation and less downside risk for the above reasons. 1 csco ==> to 1 ASND + 1 COMS + 1 FORE; and also left over for 1 CS as a bonus jach, Your reasoning is good. However, the market treats CSCO differently than the others. They have never dissappointed. I supect money will contiue to flow to CSCO faster than the others. I own all but FORE at the moment. Glenn