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

To: jach who wrote (22104)	2/6/1999 5:09:00 PM
From: Rene Madsen	Read Replies (1) \| Respond to of 77397

This just supports the old saying "when there is a gold rush, buy shares in the company selling shovels"...

To: jach who wrote (22104)	2/7/1999 3:38:00 PM
From: The Phoenix	Respond to of 77397

1. The president said starting to feel pressure. Switch margins are no comparison to Routers. Yeah, he's been saying this for almost as long as you..Hee hee. Seriously though, he has no choice but to mention margin pressure in order to protect the company for shareholder lawsuits. Fact is CSCO has huge margins and everyone knows that margins will decline over time. This is economics 101. We don't need you to remind us. This, I can assure you is dialed in. Margins will shrink perhaps 100-200 basis points this calendar year. If margins erode faster than there may be a bigger hit on the valuation. The other side of this question (margins set aside) is earnings. If revenues from switch sales grow faster than the predicted 30% then this will easily offset margin pressure. 2. The chairman sold around 1 Million shares in Dec for around 70$. Duh, do we need to go into this? These guys have to file in advance to sell shares and must do so systematically. This sale means absolutely nothing. Morgridge still holds over 12M shares. 3. The potential of nasdaq (which already went up 70% in a few months) to comedown 20% is very real. CSCO drop rate is much higher than nasdaq drop rate. Fortuately people don't look at a single day or week when doing analysis. I've noticed your style is one of getting in and out of stocks. Many here are long term investors and long term CSCO has outperformed the NASDAQ. This is blip and history tells us that CSCO should recover and continue to be a better investment than SPY or any other index you might profess. 6 Months bigcharts.com 1 Year bigcharts.com Jach, why don't you do some real analysis instead of spouting your mouth off. Stop posting opinions and the same old blather and post something from someone that supports your position that the NASDAQ will continue to tumble and CSCO will tumble faster (which by the way has never happened over a sustained period). And that an index fund like SPY is a better investment... which you professed a while back... or was is the FORE, COMS, CS, ASND combo? 6 Months/CSCO versus SPY bigcharts.com 6 Months/CSCO versus the "fearsome foursome" (COMS/CS/ASND/FORE) Note that ASND's price is in part due to LU aquisition. bigcharts.com So Jach.... please stop your incesant and pathetic whining... We don't need you to warn us anymore. If you believe this puppy is going to tank...SHORT IT. Tell us how many puts you're in for. That'll be interesting to watch. But watching you pontificate has lost its appeal. OG