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


To: jach who wrote (24120)4/2/1999 11:02:00 AM
From: billwot  Respond to of 77397
 
jach-CSCO is overpriced compared to IBM.

Gee jach, you never told us that before!?

Have a good holiday

billwot



To: jach who wrote (24120)4/2/1999 11:23:00 AM
From: Eric L  Respond to of 77397
 
jach,

"IBM is a Gorilla, CSCO is a little chimp"

Have you read "Inside the Tornado"? "Big Blue"?

Certainly glad you qualified with an imo.

- Eric -



To: jach who wrote (24120)4/2/1999 12:01:00 PM
From: The Phoenix  Read Replies (3) | Respond to of 77397
 
You need someone to give you a bump. You're skipping.

OG



To: jach who wrote (24120)4/2/1999 12:08:00 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 77397
 
jach,
I sent you a message the other day:
Message 8646030
To which you didn't respond.

And then you say FORE is a good deal at current prices, despite fundamentals that are much worse than CSCO's.
Message 8423516

Then you go back to the overpriced argument with CSCO and IBM. To me, it seems that you are not consistent in your application of evaluation criteria. Can you tell me why I am wrong?

Thanks,
JXM

CSCO is overpriced compared to IBM.
biz.yahoo.com
biz.yahoo.com

IBM is eight times bigger, much much more profitable.
Simple question, if you've a lot of money to buy a large company, and also assumes that you can only buy one company, either IBM or CSCO today, which one would you buy? IBM that paid you dividence, earned four to five times more than CSCO, and has less valuation than csco, or the highly overpriced CSCO. Jyst take a quick look at the two profiles, what a big big difference?, that reminds one of the Gorilla
stuff. IBM is a Gorilla, CSCO is a little chimp. All imo.



To: jach who wrote (24120)4/2/1999 3:47:00 PM
From: Ove Hansen  Respond to of 77397
 
> IBM is eight times bigger, much much more profitable. [...]
> IBM that paid you dividence, earned four to five times more than
> CSCO, and has less valuation than csco, or the highly
> overpriced CSCO. Jyst take a quick look at the two profiles,
> what a big big difference?, that reminds one of the Gorilla stuff.

IBM? Eight times as big in terms of sales, four times as big in
terms of profits, only half the profit margin, and in terms of
growth, HAAAA HAAA HAAAAAA...

> IBM is a Gorilla, CSCO is a little chimp. All imo.

and you're no more than a broken ABBA record - squeaky, with no
message, and repeating itself over and over... Happy holidays...!



To: jach who wrote (24120)4/8/1999 4:48:00 AM
From: nihil  Read Replies (1) | Respond to of 77397
 
This argument has been true forever. No one but an idiot would have bought Cisco when they could by IBM. Same goes for Dell, Intel, and Microsoft. You just can't beat that IBM for buy and hold. Excuse me, while I kiss the sky.



To: jach who wrote (24120)4/8/1999 9:49:00 AM
From: Chuzzlewit  Read Replies (1) | Respond to of 77397
 
Jach, maybe you ought to learn just a bit more about valuation techniques before making these odd pronouncements. For example, where do matters like growth rate, free cash flow, ROIC, long term interest rates and a host of other factors fit into your models, if indeed you have models. Doesn't the fact that IBM pays a dividend tell you something about it's internally perceived growth prospects?

TTFN,
CTC