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CSCO - Reason To Buy ??
An SI Board Since February 1996
Posts SubjectMarks Bans Symbol
588 2 0 CSCO
Emcee:  Al Perri Type:  Unmoderated
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563 In your opinion, if STRM lost one contract, it will lose all others from ATT. IRay Yu-10/25/1996
562 If STRM loses AT&T, CSCO will hurt. It's not a question of the immediaPhilip H. Lee-10/25/1996
561 I opinion is either 3COM need to be down or CSCO need to be up. Their price relBrian Lin-10/25/1996
560 Fellow Investors; I think the best way to look at this situation we are aBruce Cullen-10/25/1996
559 Peter, How did you know that cisco shut down the quarter one week later, which Ray Yu-10/25/1996
558 To: Peter St. Geme From: Noronha So what was the substance of the analyst meenoronha-10/25/1996
557 There was no real news at the analyst meetings. Can only guess that investors Peter St. Geme-10/25/1996
556 Your estimates assumed that AT&T was totally gone from STRM's revenue pdamniseedemons-10/25/1996
555 I own COMS too.... If you want to look at charts--a move (close) below ~58-59 damniseedemons-10/25/1996
554 Like I said, one lost contract isn't going to make a world of difference todamniseedemons-10/25/1996
553 ATT accounts 10% of Stratacom revenue, and Stratacom accounts about 10% of CiscRay Yu-10/25/1996
552 Why Cisco down? My question was, why isn't it up. I hold 3com and so have Greg Jung-10/25/1996
551 10% of Stratacom would be what % of Cisco? In general I think at this stage thaGreg Jung-10/25/1996
550 1/10 of the revenues will be more than enough to put them below estimates. Alsdamniseedemons-10/25/1996
549 INTC and MSFT overpriced? No way. Even with the recent run-up, INTC *still* idamniseedemons-10/25/1996
548 You can't look and analyze a stock on a daily basis and question it's mrich k.-10/25/1996
547 Checked with a broker who said some analysts (maybe 2) are worry about the currRay Yu-10/24/1996
546 To: All From: Noronha What is up (rather down) with Cisco? My brokernoronha-10/24/1996
545 Called Cisco today. Friendly folks there told me analyst conference was today.Valley Girl-10/24/1996
544 Perhaps you'd care to elaborate. I'm looking at heavy-handed mandates sWilliam Triplett-10/24/1996
543 > I think the big unknown is who will control congress. If Republicans, okayJoshua Schindler-10/24/1996
542 Ray,thanks for the clarification; Nov. 5th is indeed the Tuesday to which you wAndrew Brockway-10/24/1996
541 >Totally agree. I am wondering, however, why sooooo many people think that tImuah-10/24/1996
540 Andrew, The fiscal Qtr is different than calender qtr. Cisco's Oct. qtr is Ray Yu-10/24/1996
539 Try calling CSCO at 1-800-326-1941. After playing some telephone tag, you can uThe Commander-10/24/1996
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