SI
SI
discoversearch

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: Doughboy who wrote (23075)2/25/1999 9:11:00 PM
From: The Phoenix  Read Replies (2) | Respond to of 77400
 
Nice post,

confirms much of what has been said by many in the past.

- Increased penetration into SP's
- Explosive growth in cable and DSL
- Some as yet to be seen margin pressure
- Alcatel coming back? (gee, the ASND'r had a heyday when ALA left ASND.. I remember telling them that ALA would be difficult - they laughed then... look who's laughing now..)
- Cisco is prepared for the new FASB acquisition requirements - no surprise... Cisco Management is sharp.
- Only 4 exec.s have view onto bookings. Hmmm I remember someone arguing with me about this. Can't remember who that was. But they were apparently WRONG!

Thanks again DougHboy. Great post!

OG



To: Doughboy who wrote (23075)2/25/1999 10:20:00 PM
From: leebo  Respond to of 77400
 
Excellent post! That's what this thread needs more of!



To: Doughboy who wrote (23075)2/26/1999 12:51:00 AM
From: RetiredNow  Read Replies (1) | Respond to of 77400
 
Great post, Dough. I think this warrants reposting (from the ML report):

Cisco confirms that Chambers and other executives have exercised unusually large numbers of stock options because those options were set to expire.

Sorry to disappoint the bears. Looks like it wasn't the end of the world, chicken little. Just routine selling.