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

To: Bretsky who wrote (21430)	2/1/1999 12:18:00 AM
From: JRH	Read Replies (2) \| Respond to of 77398

I'm a bit concerned that an Individual Investor Writer stated he thought Cisco would fall short of earning by a penny. Ask yourself what a journalist knows that none of the other (professional) analysts know, or what (s)he knows that none of us know. The only reason why Cisco would fall short is if the LU/ASND/NT/startup combination is truly "eating CSCO's lunch" (as a certain thread moron would like all investors to think). If this were to happen, havok would break out and investors in the stock (and others, (probably) would run for the doors, driving the stock down to perhaps half of its value (not in one day, though). However, I truly doubt that that is going to happen. Therefore, the LU/ASND/NT/startup combo as not been eating CSCO's lunch, and we can all rest in peace ;o) Also, don't you think that JC and crew would make an announcement that CSCO would fall short, if this were indeed the case. I mean, JC himself said that they could do their accounting and announce earnings the day after the end of the quarter if they had to (thanks to their excellent business model w/ web integration). And if they didn't in fact close the books till the last day of the q, then I am sure that JC and crew would give a warning about the possibility of missing estimates next quarter. But, I am not worried about it...(won't happen, IMO) Justin

To: Bretsky who wrote (21430)	2/1/1999 12:57:00 AM
From: Nilesh Parikh	Read Replies (2) \| Respond to of 77398

As an individual investor, you must think in long-term (at least 1-2 years vs. 1-2 months). Look at CSCO's performance. Look at the competitors. I believe CSCO will pleasantly surprise Wallstreet. Of all the comm./networking companies, I like the management of CSCO the most. I expect CSCO to be beat the 'whisper' numbers by 2 cents. Just my opinions!! BTW, I have owned CSCO for almost last 3 years now. I have not touched my long-term positions. I did have some short position which I did fairly well on and moved the funds to CPQ and AOL. Good Luck!! -Nilesh.

To: Bretsky who wrote (21430)	2/1/1999 11:15:00 AM
From: USRX888	Respond to of 77398

<<I AM NEW in here, and look forward to becoming more educated about stocks I own and would like to invest in. I'm a bit concerned that an Individual Investor Writer stated he thought Cisco would fall short of earning by a penny. While I don't agree, IF this would happen, I'm wondering what the worst case short term scenario for the stock could be. >> You know the old saying believe half of what you see and nothing that you read....this holds true for analysts .......Cisco might beat estimates by 1 cent...anything over that is a bonus....... 888