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

To: The Phoenix who wrote (18965)11/5/1998 1:42:00 PM
From: Troll  Respond to of 77397
 
Up over $2 now.....a strong close could see $69 today. Watch Dell. I always thought it was overpriced but i expect a runuo before earnings. Greenspan neutral today.



To: The Phoenix who wrote (18965)11/5/1998 1:52:00 PM
From: Troll  Read Replies (1) | Respond to of 77397
 
We just got downgraded...but the stock hasn't slipped a notch.



To: The Phoenix who wrote (18965)11/5/1998 3:21:00 PM
From: LindyBill  Respond to of 77397
 
Looks like a high, much as I love it, I wonder if support will be there at 70. Isn't it fun "riding the tiger"! I believe Cisco can maintain about a 35% plus yearly increase for the next few years. They have certainly done it for the last few. The question is: what PE will the market reward this performance with? The market looks upon this company as a manufacturing firm, not a software firm, and believes the products will "commoditize" and margins will drop. This is why we continue to see a lot of posts about competitors eating away business with better products, and routers getting generic. It's the "Intel" problem. The point made in the book, "The Gorilla Game", by Moore, was that the market will always undervalue a company like Cisco, because the market doesn't understand the "lock" on the market that Cisco has.
After reading that book, I increased my holdings from 10% of my portfolio to 30%, and am delighted that I did.
LindyBill



To: The Phoenix who wrote (18965)11/6/1998 1:56:00 PM
From: Bong Lewis  Read Replies (1) | Respond to of 77397
 
"We're rockin now" good! this is the best opportunity for my to sell
cisco at 68 for a 20 pts gain. $20K profit is good enough for me.
Though CSCO is an excellent company, but it is fully value.
If the market still can go higher, my BMY will generate more money
for me; else, it will be more fun when the bear return. I want
to see how the market does when it reaches 9000. Good luck to you
all, but dont be too greedy.


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