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


To: KYA27 who wrote (23899)3/25/1999 11:53:00 AM
From: Murrey Walker  Respond to of 77398
 
Gee KY...I for one really appreciate the heads up. Thanks, really thanks in advance, on this one. I'm not going to sell, but thanks a bunch. I really appreciate your thoughts and the very thorough analysis behind your astute prognostication. Just remember, bears don't always get to eat the honey.



To: KYA27 who wrote (23899)3/25/1999 12:04:00 PM
From: Dragonfly  Respond to of 77398
 
I've only been reading this thread for 2 days and its clear already you don't know what you're talking about.

.I'm just saying that she's way overvalued..LIKE DELL

Ok, you can say that about every tech stock on the fundamentals. Otherwise, you're just speculating, yet you provide us no reason to believe Cisco is overvalued. The market characteristics its past performance and position justify its price. But maybe you're right- I hope it goes down-- more shares to the dollar--- cause the future price of those shares is a good bet.

Remember in the past CSCO had virtually no competiton

You're being too kind. While it is tru that Cisco out executed their competition by a good margain, claiming they had literally virtually no competition represents a view that denies the realities of the networking infrastructure marketplace. Have you ever worked for an ISP or any company that relies on network infrastructure in the past 10 years? Do you really want me to list the companies that have competed in Cisco's core market areas over the past 10 years?

The only people who can't see this trend are fools

An finally, in a post devoid of any facts we get to your evidence. Sorry, claiming anyone who doesn't agree with you is a fool is about the level of discussion I expect from republicans and 3rd graders. Just because you can say it doesn't make it true and doesnt' bolster your opinion.... whatever you think of people who don't agree, bears no relevance to your point that Cisco can't compete. If you want to make such an assertion, provide evidence.

Why don't you start by listing the number of companies that have beaten Cisco in the past? Oh, that's right, you claim nobody's ever competed with them. Ok, then why don't you look at the list of companies cisco has acquired in the past and tell me if any of them made products in Cisco's core markets....

Facts talk. BS walks.

Dragonfly



To: KYA27 who wrote (23899)3/25/1999 1:21:00 PM
From: JRH  Read Replies (1) | Respond to of 77398
 
I'm not saying csco is a horrible company.I'm just saying that she's way overvalued..LIKE DELL....

What did you buy with your CSCO money again? Did I hear ATHM? EBAY? Yea, those are great value plays, definetely not overvalued like profitable companies <sarcasm evident, I hope>...

Justin



To: KYA27 who wrote (23899)3/26/1999 12:21:00 PM
From: Bill  Read Replies (2) | Respond to of 77398
 
Remember in the past CSCO had virtually no competiton.

Ever hear of Wellfleet? Bay? Cabletron? Shiva? Fore? 3Com? Look, CSCO has virtually destroyed its past competition. I'd say they have less competion now than in the past, not more.

Even the loser democrat knows that.