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


To: thebeach who wrote (20728)1/14/1999 1:38:00 AM
From: jach  Read Replies (1) | Respond to of 77397
 
<LU\ASND is here to kick some butt!!!> Extremely competitive pressure will drive margin down for CSCO.

Right, and btw, many hot startups have already kicked them many times, see the datacom hot products post: imo

Message 7253972



To: thebeach who wrote (20728)1/16/1999 9:39:00 AM
From: nihil  Respond to of 77397
 
No! Spread LU short against CSCO long in massive quantities and enjoy the struggle (best do it with LEAPS). LU will have severe indigestion in switches etc. And someone might notice that the P/E multiple is a little rich for what is, after all, a manufacturers of ordinary telequip.