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

To: michael a. rowe who wrote (22464)	2/12/1999 2:22:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 77397

>>Im sorry I didnt look before I came in, your not suppose to post anything negative about the cult, sorry, company. Actually many of us welcome the contrarian view, michael. It's a nice counterbalance against the overconfidence that we slide into based on that our stock has grown from 42 to 104 7/8 over the past 12 months. But this is a board populated for the most part by successful, analytical investors, so there should be some basis in fact for any critique. Comments like "isnt there projected growth rate at about 15% over the next 18 months" don't impress. If you had done any amount of due diligence, you would have discovered that Cisco's earnings growth rate over the past 5 years has been 48.8%/yr, and is forecast to be 29.3% over the next 5 years. Revenue growth is even higher at 57.07%/yr for the past 5 years, and the analysts, who are ultra conservative, are projecting over 35% in the future. If you sharpen up your analytical and presentation skills, I, for one, would welcome you to come back to state your views, as is your right on SI. But if you want to make poorly phrased, unfounded, absurd comments, I'd suggest you do it on the AOL boards. Happy investing, Uncle Frank

To: michael a. rowe who wrote (22464)	2/12/1999 10:00:00 AM
From: Zoltan!	Respond to of 77397

Dump that Nortel too, another big loser cast in the wake of Cisco.

To: michael a. rowe who wrote (22464)	2/12/1999 11:26:00 AM
From: Zoltan!	Read Replies (3) \| Respond to of 77397

What are the 20% local content rules that Revenue Canada presses on its subjects? There's plenty of grousing on the NN thread about Newbridge's poor performance, both short term and long term. One owner complained that he should have bought Cisco and would have but Revenue Canada imposes a 20% local content rule. That artificial constraint argues that NN is similarly artificially overvalued. Free the Canadians!!! (to invest in the best).