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

To: Alohal who wrote (24984)	5/5/1999 7:09:00 PM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 77399

If this were MSFT I would agree. But without the big specialized telco boxes, comprehensive bandwidth and billing management software suites, and a major league service/support/training branch, this company is headed for commoditization like Dell, Gateway, and 3Com. Everyone knows there is no money in boxes. The money is in software, service, support, and training!!! The margins are MUCH easier to maintain.

To: Alohal who wrote (24984)	5/6/1999 1:00:00 AM
From: RetiredNow	Read Replies (1) \| Respond to of 77399

No TA here, but a little historical perspective is in order. Usually, Cisco sees a runup prior to earnings, then a selloff afterwards. Then it sees a sustained rise until about mid to late July. Then it tumbles or sideways trades through to October and then rebounds sharply through January. So old Mizzou might be able to pull out some profits if he waits until after the earnings announcement. But if he doesn't cover at that point, then he'll have to wait until October and pray in the mean time. So my best guess is that if you are stupid enough to short this stock the right time would be mid to late July, not now, as there is no guarantee that it will go down after earnings. I for one, don't sell this stock. I just buy it.