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

To: Mr.Fun who wrote (24991)	5/5/1999 7:50:00 PM
From: Matt Meagh	Read Replies (1) \| Respond to of 77399

To the thread, Well, I finally did it. Scooped up a little CSCO. Hope to play the earnings, and a NASDAQ turn-around. Will some one impartial please explain the significance of the switch MM keeps talking about? Was this a prototype or a proof-of-concept thing or what? Does the technology now go into another switch or was it all for naught? Does it have zero impact on future sales, negative impact, positive impact? Major or minor impact? Thanks in advance, Matt

To: Mr.Fun who wrote (24991)	5/5/1999 7:56:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77399

I expect CSCO to beat the number by two cents, get an initial bump, but trade off for a little while after. Mr. Fun... go back and review history. You'll see that this is quite typical action for CSCO. Odds say you're right... OG

To: Mr.Fun who wrote (24991)	5/6/1999 3:07:00 AM
From: Marc Schiler	Respond to of 77399

Mr. Fun, Very nice post. I hadn't noticed the 14 week quarter. Why do you think we're overweighted now and why "back in at 99." Marc

To: Mr.Fun who wrote (24991)	5/6/1999 10:10:00 AM
From: jach	Read Replies (2) \| Respond to of 77399

CSCO at this point is way ahead of what their realistic price should be, all imo. CSCO has tons of shares outstanding, so imo split will very likely not going to happen any time soon; CSCO market cap is the same as IBM, that's ridiculous valuation based on what IBM earned last qtr. No wonder IBM is splitting and going up to 200+ while CSCO is still lingering at 100+; look for CSCO to be around 90-110 range for the next few qtrs, all imo. If the mkt turns south, CSCO can come down to the 70s assuming they do not dissapoint this qtr. This may be somewhat tough as there are many competitors getting ahead of CSCO trying to grab a very lucrative 30%+ margin business. If they do dissapoint, it will be cut in half in one day. IMO, moving to QQQ can make one sleep much much better.