| To: The Phoenix who wrote (22753) | 2/17/1999 4:21:00 PM | | From: player | | | |
If the market continues to be weak like today, the trading range will be between 80 and 95. There was support around 97 area and it broke through today. Let's see it comes back tomorrow. CSCO has been in very close relationship with DELL in terms of price in the past. DELL is around 80 now. People are spooked by slowing growth rate from DELL. I think market is gonna have some correction in the near future. I think most of earnings from major companies are out with the weak finale from DELL and time to cool down a little bit. Correction is not over yet until blue chip stocks gets the correction.
Just my opinion. |
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| To: RetiredNow who wrote (22757) | 2/17/1999 5:08:00 PM | | From: Andy Wall | | | | |
I have to agree with mmv, part of a CEO's job is to sell the company to everyone involved, the consumers, the employees, the shareholders. So like any salesman, of course he is going to say things that people want to hear. It's good PR. Creating a "slow and steady growth" is an idealistic scenario that won't happen until the company stops growing and simply becomes a cow. The day that happens is the day I will be selling the stock. And believe me Chambers is fully aware that the wild intraday swings haven't hurt the stock yet, in a long term perspective, and won't in the future as well. Remember growth is speculative, and speculation breeds volatility. I'll take volitility any day over a slow steady cow. |
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| To: DownSouth who wrote (22737) | 2/17/1999 5:20:00 PM | | From: Gerald Walls | | | |
Dead ringer?
I listened to the DELL conference call last night (on the Dell web site) and it sounded really good. They replied to a question about where the $200 million shortfall occurred and they said it was at the beginning of the quarter caused by previous quarter pricing that wasn't aggressive enough and that the rest of the quarter they "kicked butt and took share." They said they accidently grew margins instead of revenue but they had that fixed now (or something to that effect).
This is a overreaction. |
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| To: Gerald Walls who wrote (22762) | 2/17/1999 6:41:00 PM | | From: DownSouth | | | |
OT DELL ** I agree that the conf call was positive. The problem is that Dell has had such a high PE and driven by momentum investors, it's price was fragile.
Many have recently argued that the old ways of measuring a stock's value relative to its price are outdated. That PE is meaningless, etc. Dell's fall from grace, though perhaps temporary, is an illustration that the "old ways" are still meaningful. Just because a stock is performing a lofty valuations because of incredible performance, does not mean that it will stay there.
Dell IS vulnerable in the short term to competition. It does not deserve a lofty price, though its relative price due to profitability and growth should be above that of CPQ, for example.
IMHO, of course. |
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| To: player who wrote (22758) | 2/17/1999 6:43:00 PM | | From: The Phoenix | | | |
Player,
Go back and review your chart... I think support is 94/95 and we haven't broke through that yet. Jorg??? You out there... can you give us a hand on the technicals?
As for CSCO stock price being tied in some way to DELL.... Well, that's up to you but I think if you're trying to tie some connection there you'll find it difficult at best.
OG |
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| To: Andy Wall who wrote (22759) | 2/17/1999 6:57:00 PM | | From: The Phoenix | | | |
Andy,
Have you heard of "Stockholder Lawsuits"? The CEO of a company with pockets as deep as Cisco's must be careful about what he says about the future. he must raise the possibility of the bad as well as the good. Cisco, I think, has done a good job at keeping volatility to a minimum... earnings haven't missed in quite a while...something close to 20 quarters, maybe more. At the same time they have not beaten estimates by more than a penny at any given time. Conference calls always highlight the wins and successes but also discuss issues such as competition, margins, and spending contraction in various sectors. John and the executive staff manage this company to manage the market expectations. Make no mistake, Cisco will not announce a split simply to inflate the stock price..
OG |
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| To: At-a-boy who wrote (22748) | 2/17/1999 7:55:00 PM | | From: Uncle Frank | | | |
At-a-boy, I have an appreciation for bears; they make me question my assumptions and re-evaluate my investments. I play the odd put myself, and can appreciate that there is money to be made in up and down movements. What I can't understand is why some of you feel compelled to enter into discussion groups simply to taunt. It adds nothing to the collective knowledge, and certainly adds nothing to your personal reputation on the SI boards.
We already have a Resident Thread Bear, and I don't think he'd take kindly to you sniffing around his cave. Please say something of value, or kindly shuffle out of here.
Happy investing,
Frank |
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| To: DownSouth who wrote (22737) | 2/17/1999 7:59:00 PM | | From: KYA27 | | | |
I wasn't talking about the products of DELL&CSCO,I was talking about the valuation and the expectations of CSCO compared to DELL.I wish it was different because I own CSCO but these two are baked from the same dough.
I'm talking about the streets expectations and the valuations on these two.Sorry to say but I will be right again.Good luck |
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