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

To: The Phoenix who wrote (16916)9/11/1998 2:38:00 PM
From: MythMan  Read Replies (1) | Respond to of 77398
 
Message 5725445

Not shorting LU as their accounting too suspect to determine true multiple. CSCO mgmt themselves says growth rate will be in 30% range. Is so, valuation can't be maintained imo.

As for the internet stocks, I don't touch em. fwiw, I've been long csco many times. Market sentiment has changed. All stocks getting shot. Only 4 holdouts left on Naz and csco is one of them.

MM



To: The Phoenix who wrote (16916)9/11/1998 2:46:00 PM
From: Paul Shread  Read Replies (1) | Respond to of 77398
 
The Internet is so backed up today thanks to the prurient interest in our Commander in Briefs that I was starting to wonder if some sort of system-wide crash is coming. Would that help CSCO (more sales) or hurt them (reliability questions)? Just curious. I'm long CSCO either way, as I have been for a long time.


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