| To: Eric L who wrote (23970) | 3/27/1999 5:04:00 PM | | From: Eric | | | |
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 | | | |
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 | | | |
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: The Phoenix who wrote (23972) | 3/27/1999 9:48:00 PM | | From: Techplayer | | | |
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: Techplayer who wrote (23976) | 3/27/1999 11:26:00 PM | | From: MMW | | | |
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 | | | |
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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| To: MMW who wrote (23978) | 3/27/1999 11:50:00 PM | | From: Techplayer | | | |
Mike,
That would be interesting. ERICY is a company that wants to be in data but can't cut it (except for the announced deal to resell Juniper's M40). They are a company so steeped in bureaucracy, I am not sure that I would even want to get involved if I am CSCO. Aside from China, Ericy is a slow moving, slow growth company. There would have to be massive divestitures, layoffs, and a transfer of control from Stockholm.
Regards,
Brian |
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