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

To: Frank Povoski who wrote (21900)	2/3/1999 6:17:00 PM
From: LindyBill	Respond to of 77397

Who are these guys? They are clueless No, no, no, Frank, they are genius's, who make a fortune peddling nostrums like that downgrade, to the great unwashed, like you & me.

To: Frank Povoski who wrote (21900)	2/3/1999 6:35:00 PM
From: Zoltan!	Respond to of 77397

"Cisco remains the strongest, best-positioned company in the business." Cisco Systems Inc. Dow Jones Newswires -- February 3, 1999 Cisco - Back Away -2: Analysts See Co. In Strong Position Cisco outlined several potential stumbling blocks facing the enterprise-networking business in 1999, analysts said. To start, confirming fears that many Wall Street analysts have been voicing for some time, Cisco warned that some U.S. corporations are scaling back on capital spending as they feel the impact of economic pullbacks overseas. At the same, Cisco noted that some corporate customers could shift resources away from networking spending to implement Year 2000 fixes in 1999, said Sanford Bernstein analyst Paul Sagawa. Cisco said the enterprise networking market is also facing noticeable pricing pressure right now - especially in the local area networking, or LAN, switching business - as the company's competitors cut prices to attract sales. "Cisco said some of its competitors have been irrational" with pricing, said Lazard Freres' Duran. Finally, Hambrecht & Quist analyst Farrokh Billimoria said Cisco struck a cautious note entering its third quarter because this is generally a slow time of the year for the networking industry. Despite Cisco's cautious tone, Nutmeg Securities analyst Andy Schopick stressed that the issues highlighted by the company aren't new. "There's no new message here," he said. The analyst added that Cisco typically strikes a cautious note when discussing its outlook. "They're always toning things down," Schopick said. More important, analysts stressed that even if the networking industry overall is headed for a slowdown, Cisco remains the strongest, best-positioned company in the business. "There is no sign that Cisco is faltering," Schopick said. Indeed, Cisco offered a very optimistic outlook for the carrier market and for its own role in that market. Deregulation and the emergence of new players like the competitive local exchange carriers, or CLECs, are driving robust growth in the carrier business, analysts say. Phone companies ranging from AT&T Corp. (T) to the baby Bells to the CLECs, as well as Internet-service providers, are all spending heavily to build out data networks like the Internet and to develop the capacity to put voice traffic over them. And Cisco intends to benefit from that spending as it expands its presence in the carrier market. Sagawa believes this should contribute to an acceleration in growth for Cisco in the second half of 2000, even though the company could face a deceleration this year since the enterprise business may be facing a rocky road ahead. For his part, Duran expects Cisco's revenue to grow at a rate of 25% to 30% annually over the next several years. Commenting on why Cisco didn't announce a stock split, a company spokesman pointed out that Cisco recently split its shares - 3-for-2, effective in mid-September - and has split its stock seven times over the past eight years. He added that Cisco will continue to monitor its share price, shares outstanding relative to its peers and the affordability of its shares for investors in considering splits. wsj.com

To: Frank Povoski who wrote (21900)	2/3/1999 6:40:00 PM
From: kennny	Read Replies (1) \| Respond to of 77397

Sutro is full of s--t ! What reason would Sutro have for a downgrade? More than likely, they want to push a different stock. CSCO is owned by many. It is for the most part a very safe stock that has a VERY proven history. Who would even hint that the future for CSCO can be anything but up. Look at what they have done and what they will be doing. This is one of the few stocks that there are out there that doesnt need "HYPE". As for grading....I watch Moneyline, if for nothing else, to hear the hype the brokers give. For weeks every broker that they have on has said that AMZN is overpriced and all the B.S. about internet stocks and so on and so on. Then about a week ago they get some young guy on there who is saying how AMZN is the deal of a life time.... My point is that just about every upgrade or downgrade is not only based on the correct info. Rather what they want you to buy. (hype) How many gradings have you seen that are total B.S. ? Have you ever heard of anyone being sued for giving a bad grading? Most of these guys don't know the difference between a hot dog and a door knob. But they want to tell you what to do with your $$$ because they really care about your investments, right ? Good luck to all Ken