SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (20170)12/28/1998 11:27:00 AM
From: LindyBill  Read Replies (1) | Respond to of 77400
 
CSCO sells solutions - not technology
Gary, this point, which I originally realized while reading Moore's, "The Gorilla Game", is what got me into Cisco. I agree, we are in for "a hell of a ride" this year.



To: The Phoenix who wrote (20170)12/28/1998 1:20:00 PM
From: MMW  Read Replies (1) | Respond to of 77400
 
Good post!

I have been in STRM/CSCO since 1992, and still holding 65% of them
in my portfolio. Given the fact that internet is still in early
stage of developments, there are much more and fast growth ahead.
I am glad we are in CSCO for long time to come. I agree with you
most of points. In 1998, my portfolio is up 130% in which CSCO has
contributed. I would expect we will have another good year in 1999.
Let those bears complaint about valuation and technology. I am for
one just don't give a dam!

Cheers!
Mike



To: The Phoenix who wrote (20170)12/28/1998 4:51:00 PM
From: Eric  Respond to of 77400
 
Gary,

The naysayers come and go but the fundamentals do not change!

Boy there have been so many over the years!

A lot of wannabees but no long term follow through!

Have a Happy New year,

Eric