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


To: Zoltan! who wrote (23714)3/17/1999 7:45:00 AM
From: Techplayer  Read Replies (1) | Respond to of 77397
 
Zoltan,

what is the eventuality of LU and NT? I have read all of the posts here and don't see a compelling argument that LU or NT are overvalued given earnings and earnings growth. I own CSCO and LU and am quite secure in the thought that both companies will continue to flourish in the coming years. One thing that concerns me for CSCO in the short term is delays in their multiservice edge switch/router and a lack of true competition for the M40. (Ericsson won't be the last to cut a deal on distribution of this product.). This is only one business segment but is a high growth, high margin segment historically controlled by CSCO. I certainly hope that CSCO continues forward at a similar pace.

Regards,

Brian



To: Zoltan! who wrote (23714)3/21/1999 4:59:00 AM
From: TheStockFairy  Read Replies (2) | Respond to of 77397
 
Whaaaaat a piece of book selling, sheep shearing, marketing fluff. If anyone can tell me 3 reasons this article is akin to "man abducted by aliens and subjected to anal probing," I will personally send them a 2 liter of diet coke.

TSF

(Offer only good in the continental United States. Prize winner will be subjected to a battery of negativity from the Dell thread. TSF reserves all rights to not send anything to anyone due to he is lazy. If prize is sent, expect diet coke bottle to be fully emptied and totally worthless)