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


To: DownSouth who wrote (22737)2/17/1999 2:52:00 PM
From: LindyBill  Respond to of 77397
 



To: DownSouth who wrote (22737)2/17/1999 2:52:00 PM
From: LindyBill  Read Replies (2) | Respond to of 77397
 
No offense to KY, Downsouth, but people just don't understand the Gorilla/King difference. That fact, makes those of us who do understand, a lot of money.



To: DownSouth who wrote (22737)2/17/1999 3:10:00 PM
From: RetiredNow  Read Replies (1) | Respond to of 77397
 
Yeah, not to mention that the PC revolution was last year's news. Whereas, the Internetworking revolution is the here and now.



To: DownSouth who wrote (22737)2/17/1999 5:20:00 PM
From: Gerald Walls  Read Replies (1) | Respond to of 77397
 
Dead ringer?

I listened to the DELL conference call last night (on the Dell web site) and it sounded really good. They replied to a question about where the $200 million shortfall occurred and they said it was at the beginning of the quarter caused by previous quarter pricing that wasn't aggressive enough and that the rest of the quarter they "kicked butt and took share." They said they accidently grew margins instead of revenue but they had that fixed now (or something to that effect).

This is a overreaction.



To: DownSouth who wrote (22737)2/17/1999 7:59:00 PM
From: KYA27  Read Replies (1) | Respond to of 77397
 
I wasn't talking about the products of DELL&CSCO,I was talking about the valuation and the expectations of CSCO compared to DELL.I wish it was different because I own CSCO but these two are baked from the same dough.

I'm talking about the streets expectations and the valuations on these two.Sorry to say but I will be right again.Good luck