| Message | Subject | Recs | Date/Time (ET) |
| Hey Eric, Long time ;-)
Been watching this stock. The chart is really buste | First Solar, Nasdaq: FSLR | | 11/25/2009 12:44:19 PM |
| Took a break and let my managed porfolio ride. Was in staples for a bit recentl | Cisco Systems, Inc. (CSCO) | | 11/23/2009 12:19:38 PM |
| Yeah - it's been a struggle but Cisco, if nothing else, looks like a stable core | Cisco Systems, Inc. (CSCO) | | 11/21/2009 10:01:40 AM |
| It happens. Finally pulling my head out of this crap work I've been doing for t | Where the GIT's are going | | 11/21/2009 10:00:46 AM |
| Dooooooood. Sup? ;-) | Where the GIT's are going | | 11/20/2009 09:04:15 PM |
| Hey guys. Wazzzup? | Cisco Systems, Inc. (CSCO) | | 11/20/2009 09:02:31 PM |
| Well. I think that's pretty simplistic. What about earnings growth? Also, you | Cisco Systems, Inc. (CSCO) | | 02/10/2007 07:28:30 PM |
| LOL! Slow reply - eh? I'm doing well. Been relaxing a lot lately and of cours | Cisco Systems, Inc. (CSCO) | | 02/10/2007 01:41:01 PM |
| Hey mindmeld - Eric. How you guys been? | Cisco Systems, Inc. (CSCO) | | 11/22/2006 10:19:11 AM |
| LOL! Jay, thanks for the help... I don't think telecomguy was making much hea | Cisco Systems, Inc. (CSCO) | | 02/06/2001 02:59:28 PM |
| telecomguy,
This optical/electronic sub-systems can fairly easily be jointly | Cisco Systems, Inc. (CSCO) | | 02/06/2001 02:40:19 PM |
| HA!!!! OMD, You had me hook, line, and sinker. Heck, I'm still not sure if wha | Drillbits & Bottlerockets | | 02/06/2001 02:32:25 PM |
| telecomguy,
I can only tell you what I see and I have seen Cisco - as a matte | Cisco Systems, Inc. (CSCO) | | 02/06/2001 01:16:10 PM |
| John,
I think we've traveled down this path and have perhaps made a couple of | Cisco Systems, Inc. (CSCO) | | 02/06/2001 12:58:48 PM |
| John,
Looks like you and FredE might have been right on AMCC. I'm glad I got | Drillbits & Bottlerockets | | 02/06/2001 10:25:24 AM |
| dave! <ggg>
What - you don't like the Cisco black and teal?
OG | Cisco Systems, Inc. (CSCO) | | 02/06/2001 09:49:08 AM |
| Actually Victor, I believe CSCO's PEG is lower than Nortels. As for competition | Cisco Systems, Inc. (CSCO) | | 02/06/2001 09:48:24 AM |
| nope.... I didn't. | Cisco Systems, Inc. (CSCO) | | 02/06/2001 09:42:57 AM |
| I believe their exit from OIE is occuring as we speak and NT's exit from the ent | Cisco Systems, Inc. (CSCO) | | 02/06/2001 09:42:32 AM |
| Victor,
I believe Chamber's said that "the quarter was more challenging" than | Cisco Systems, Inc. (CSCO) | | 02/05/2001 08:06:31 PM |
| Victor,
NT moved to 10Gig optics - a great move. However beyond that their e | Cisco Systems, Inc. (CSCO) | | 02/05/2001 07:50:30 PM |
| MM,
Yep, and that should improve the health of the remaining CLEC's and ILEC' | Cisco Systems, Inc. (CSCO) | | 02/05/2001 06:11:48 PM |
| LOL!!! Yeah... there's one I hadn't thought of. I suppose this comes from exp | Cisco Systems, Inc. (CSCO) | | 02/05/2001 06:07:59 PM |
| Thanks Paul... that is correct. Barons did a hatchet job on the options thing | Cisco Systems, Inc. (CSCO) | | 02/05/2001 06:07:14 PM |
| MM,
Perhaps - if you can find an installer to install it... let alone one tha | Cisco Systems, Inc. (CSCO) | | 02/05/2001 06:04:11 PM |
| <i>Cisco will do fine in the long run. They are the only company in telecommunic | Cisco Systems, Inc. (CSCO) | | 02/05/2001 05:59:03 PM |
| bambs,
I think you're right only from the fact that the car making business i | Cisco Systems, Inc. (CSCO) | | 02/05/2001 05:57:45 PM |
| Yeah... just like a toaster. Hell, I hear you can sell these things from a back | Cisco Systems, Inc. (CSCO) | | 02/05/2001 05:52:17 PM |
| And there you have it!!!! In black and white. The depth of bambs understanding | Cisco Systems, Inc. (CSCO) | | 02/05/2001 05:46:15 PM |
| Ouch.... | Cisco Systems, Inc. (CSCO) | | 02/05/2001 05:43:09 PM |
| Eric,
I'll tell you what concerns me most about Cisco these days. It has not | Cisco Systems, Inc. (CSCO) | | 02/05/2001 05:36:36 PM |
| FD,
You havent' proved your case IMO. You have attempted to demonstrate this | Cisco Systems, Inc. (CSCO) | | 02/05/2001 04:02:36 PM |
| thanks.... | Cisco Systems, Inc. (CSCO) | | 02/05/2001 04:00:36 PM |
| GV,
LU tanked and the balance sheet was deterioriating as the market for comm | Cisco Systems, Inc. (CSCO) | | 02/05/2001 04:00:06 PM |
| I'm going to guess if you go back and look at LU (and I'm not going to take the | Cisco Systems, Inc. (CSCO) | | 02/05/2001 03:43:49 PM |
| please re-read my edited post. | Cisco Systems, Inc. (CSCO) | | 02/05/2001 03:39:04 PM |
| that is not why LU tanked. LU tanked because they mismanaged their business - m | Cisco Systems, Inc. (CSCO) | | 02/05/2001 03:36:46 PM |
| chic,
Actually Cisco's cap is under $250B now - about 7 times projected eoy s | Cisco Systems, Inc. (CSCO) | | 02/05/2001 03:36:02 PM |
| Really?!!! That low? I was simply going to wait to see what Cisco has to say. | Drillbits & Bottlerockets | | 02/05/2001 03:32:49 PM |
| LU didn't get bagged due to inventory related issues. Again, this is the proble | Cisco Systems, Inc. (CSCO) | | 02/05/2001 03:25:18 PM |
| FD,
yes, it's a simple formula to describe how COGS is calculated for a singl | Cisco Systems, Inc. (CSCO) | | 02/05/2001 03:04:28 PM |
| FD,
That is gaap if you're a one product company....... You need to go back | Cisco Systems, Inc. (CSCO) | | 02/05/2001 02:57:58 PM |
| yep. I'm glad these guys aren't my accountants.... To think that COGS is affe | Cisco Systems, Inc. (CSCO) | | 02/05/2001 02:56:22 PM |
| ... | Cisco Systems, Inc. (CSCO) | | 02/05/2001 02:56:17 PM |
| t2,
This is exactly what I've been thinking as well. Funny how increases in | Cisco Systems, Inc. (CSCO) | | 02/05/2001 02:49:58 PM |
| John,
Sure you do. Cisco isn't saddled with older lethargic means of calcula | Cisco Systems, Inc. (CSCO) | | 02/05/2001 02:24:04 PM |
| TD,
And more to the point is the underlying argument that inventory reduction | Cisco Systems, Inc. (CSCO) | | 02/05/2001 02:11:08 PM |
| John,
The component shortage problem was well publicized last year. The dema | Cisco Systems, Inc. (CSCO) | | 02/05/2001 01:58:35 PM |
| John,
All I can say is I'm glad I went more cash this morning. I just wish I | Drillbits & Bottlerockets | | 02/05/2001 01:45:41 PM |
| NAZWAG February 5, 2001
(sponsored by Cisco Systems, warning you again lat | Drillbits & Bottlerockets | | 02/05/2001 01:02:17 PM |
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