Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Nilesh Parikh who wrote (21434)	2/1/1999 2:24:00 AM
From: ed	Respond to of 77397

Well, For long term investors, I think the following stocks are the better candidates and business will continue to grow in the next 10 years, i.e MSFT, CSCO, LU, , the following three will grow little bit slower , but they are still good candidates for long term investment, i.e INTC ( Competitors from AMD, NSM, IDTI), GE, MRK. The followings are good for short term play ( 1 to 3 years) , and eventually , their growth will flat out due to competition and low barrier to enter, i.e AOL, Yahoo.. all the internet stocks ..etc. The pie is large , but profit is not good, and too many competitors to share the pie ( low barrier to enter).

To: Nilesh Parikh who wrote (21434)	2/1/1999 1:14:00 PM
From: RetiredNow	Read Replies (2) \| Respond to of 77397

Nilesh, strange that you say you've owned the stock for 3 years, yet you don't know that Cisco almost never beats earnings estimates by more than a penny. Just look at the last 6 or 7 quarters. Every single one was met expectations or exceeded by 1 penny. So I doubt we'll see them beat this quarter by $.02. I like this company because they don't pull fast one's on us. They are just a steady earner. But if you are right, Nilesh, then the stock could skyrocket, given the lack of precedent on beating estimates by that much.