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


To: The Phoenix who wrote (24065)3/31/1999 5:44:00 PM
From: Gerald Walls  Read Replies (1) | Respond to of 77397
 
Cisco will see $30/share by end of year IMO.

We're having a 4:1 split???



To: The Phoenix who wrote (24065)3/31/1999 5:48:00 PM
From: Eric  Respond to of 77397
 
LOFOL!



To: The Phoenix who wrote (24065)3/31/1999 11:17:00 PM
From: RetiredNow  Respond to of 77397
 
ROFLMAO



To: The Phoenix who wrote (24065)4/1/1999 12:12:00 AM
From: jach  Read Replies (2) | Respond to of 77397
 
<competitors from Foundry, Argon, and Juniper are going to kill Cisco. Cisco will see $30/share by end of year>

May be not 30$, but 55$ is very possible. Think about it, how can CSCO keep on maintaining the 38% net margin when there are tons and tons of competitions. Even though many customers may still be buying CSCO, the glut of so much competitions give the companies an incredible bargaining power. It is happening now and going to happen a lot more in the near future. They said we're thinking of getting this and that companies' products because of pricing advantage, and guess what, CSCO came back with matching prices. So, imo, going forward, CSCO margin will reduce by 5% sequentially and that'll drive margins down. Based on that and the high PE, looking for CSCO to drop substantially in the near future. All imo.