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: Martin Rasch who wrote (21545)	2/2/1999 9:47:00 AM
From: Dennis Eckert	Respond to of 77398

thestreet.com Early AM banner story on StreetCom about split talk on Cisco. Last paragraph summarizes price history on splits.

To: Martin Rasch who wrote (21545)	2/2/1999 10:56:00 AM
From: Dennis Eckert	Respond to of 77398

Anyone else here in CSCO 105 Calls? Or any others close to the money? Pondering today whether to sell 'em or hold 'em past today's Conf Call. Because I can't guess what will happen in the CC, and have to remove my emotion from what I want to happen, I'm making a guess at what is happening in the big run-up. I'm suspecting the run-up is driven more by the expectation of a 3-2 split than by an earnings suprise of more than 1 cents over consensus. If a split isn't announced, then I suspect the short-term mass psychological response will be negative (all those folks who got in yesterday from $113-$117 pulling the plug. I got the 105s at just under $6 and was happy Friday to sell half of them at just over $9. And, here they are at $13 with CSCO at $114. And, thus the challenge between trying to be too greedy hoping for a split announcement vs. closing them now for a sure profit of 120%. Are we still having fun?