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   Technology StocksCisco Systems, Inc. (CSCO)


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To: Eric who wrote (23968)3/27/1999 1:26:00 PM
From: Eric L
   of 77397
 
Eric,

Superb "Execution" on jach's part wouldn't you say? Obviously he didn't make the same move 50 or more days ago.

"hee hee ho ho ha ha ..... heh heh", as our wizard would say.

- Eric (L.) -

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To: Eric L who wrote (23970)3/27/1999 5:04:00 PM
From: Eric
   of 77397
 
Eric L.

Welcome to the thread!

I look for absolute performance being a long term investor.

It looks like he (or she) seeks minimal returns.

To each their own!

Eric

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To: jach who wrote (23967)3/27/1999 8:23:00 PM
From: The Phoenix
   of 77397
 
Yep Me too. FORE is ripe for picking....not to be confused with company performance. Nonetheless...it's all about making a buck ain't it.

Still, you missed the point of the discussion...which was that historically your guidance hasn't been accurate...

OG

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To: Eric who wrote (23968)3/27/1999 8:36:00 PM
From: 16yearcycle
   of 77397
 
Hi Eric.

Does anyone know the csco e release date? The si calendar has it for 5/11, which sounds way off to me. I've owned this for years, and don't remember any releases more than 5 days after the end of the q.I would have thought 5/4.

Off topic: Also, msft's is supposedly 4/22. Now I've seen them go as late as this but it is unusual.

TIA

gene

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To: 16yearcycle who wrote (23973)3/27/1999 8:40:00 PM
From: Curtis E. Bemis
   of 77397
 
..csco e release date? Click the lil RED Earnings thing just
above this message.

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To: Curtis E. Bemis who wrote (23974)3/27/1999 8:45:00 PM
From: 16yearcycle
   of 77397
 
I know, but thanks. Their website is probably more reliable and says 5/11. It is just very late compared to normal.

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To: The Phoenix who wrote (23972)3/27/1999 9:48:00 PM
From: Techplayer
   of 77397
 
Gary,
non cisco question.. This is not a rhetorical question. What value will Fore bring to one of the growing breed of providers besides the berkely networks layer 3 switching and their one big switch? I had read a merrill lynch report on askmerrill.com that the atm business that is Fore is slowing from 40% growth to 19% this year and diminishing. The report singled out fore as perhaps entering periods of hard times, slowing growth, disappearing margins, etc. I owned XYLN for the potential of acquisition, have pair and afci for similar reasons, but have not seen the case for fore. Your information is much appreciated.

Brian

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To: 16yearcycle who wrote (23975)3/27/1999 10:53:00 PM
From: Curtis E. Bemis
   of 77397
 
Not late at all. The Quarter ends the end of April and earnings are
always announced about two weeks later. It has always been that way.
Don't know what you remember--

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To: Techplayer who wrote (23976)3/27/1999 11:26:00 PM
From: MMW
   of 77397
 
The speculation about ERICY buys FORE is interesting. The ERICY warns
the second time in a roll that they will not meet the expectation. If
the buyout is true, what kind of combination would be a loser + a
loser. In fact, ERICY is looking for buyer itsself. Hopefully, CSCO
can snap ERICY up at cheap. This will certainly give CSCO a leg in the
wireless world.

Cheers!
Mike

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To: Eric who wrote (23968)3/27/1999 11:38:00 PM
From: MMW
   of 77397
 
The key to investment is buying a good stock and held on for long
term, 5 to 10 years.

CSCO is a company will give you that handsome return on your
investment. The past 8 years history has suggested that.

Given that the whole data market sector growth at 20-30% annually from
this point on to the next decade. There is no reason to believe
investment on CSCO is not wise like someone routinely suggested on
this thread.

Cheers!
Mike

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