Cisco Systems Inc. (CSCO)

All Comments on CSCO

  • commenter
    Pfloyd234
    Oct 07 05:31 AM
    Unintended Consequences - Fast Money Recap (10/6/08) [view article]
    Wells Fargo will Win? You are crazy!!!! They are up huge lately in one of the worst financial meltdowns in history and you don't think they will give up those gains........Watch WFC drop like a stone. And urging us to buy NCC? I wouldn't touch that stock if they paid me to hold on to it. They will suffer the same fate as WM did!! I am so sick of these CNBC people. This kind of crap is what makes this market jump up and down like a kangaroo. Note..................... off CNBC forever!! It will do nothing but hurt your investing....Invest for the long term. Eventually this market will become a shopping spree but not for awhile. Until then relax and take the dog for a walk. Ignore Najarian, Cramer, Bartiromo, and anyone else screaming at you to buy Wells Fargo or some other bank on CNBC. You will thank me later. Reply
  • commenter
    Shiv
    Oct 07 12:46 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    We are almost certainly close to a bottom. Just look at where valuations are. You have to go back 2 decades to find a point where the market multiples of prior year earnings are where we are today. Add to that the corporate balance sheets (except for financials, they are strong); of course the consumer balance sheet is bad as is the governments. I see start of an expansion in early q2 09. Have a look at maxkapital.blogspot.co...; maxkapital.blogspot.co...; maxkapital.blogspot.co.... Reply
  • commenter
    user80210
    Oct 06 11:30 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Love it. The more negative comments I read, the closer I know we really are to a bottom. Reply
  • commenter
    Anti-Fool
    Oct 06 11:29 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Be greedy when others are fearful and fearful when others are greedy! Reply
  • commenter
    SmartStops
    Oct 06 11:06 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    If you go long, but do so without an intelligent exit strategy in place consider yourself to be gambling. Reply
  • commenter
    Peppio
    Oct 06 09:58 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Exactly, even water wells dry-up in time. Better start drilling right now before the next oil-price rise. The next rise maybe
    more hurtful than the last one.     Reply
  • commenter
    getshorty
    Oct 06 04:01 PM
    36 Opportunities for the Beginning of the Bull [view article]
    I think it's a dubious assertion to dismiss peak oil because there happens to be plenty of oil on the market right now. Peak oil is something occuring across decades, not weeks or months. Oil fields are dying every day and are not being replaced. That is a geological fact. This market may recover but oil will be more expensive and less available in ten years. Reply
  • commenter
    Lin
    Oct 06 01:52 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Curbs-in
    Yes , you are correct , but Russia , along with Brazil , are tanking , along with China + Europe . This will be a global Depression .It will be most severe in The US + Europe . You had better hope that there are soup lines. How will you get there with the price of Gas ? More mass layoffs are coming + martial law     Reply
  • commenter
    wallyjm
    Oct 06 12:32 PM
    36 Opportunities for the Beginning of the Bull [view article]
    a nation of fiat money. Reply
  • commenter
    oldman
    Oct 06 11:55 AM
    36 Opportunities for the Beginning of the Bull [view article]
    PNC, PEP, PCP a few I own and have for a very long time. Reply
  • commenter
    davemcc3300
    Oct 06 11:43 AM
    36 Opportunities for the Beginning of the Bull [view article]
    Glad my Coke (KO) and gold (ABX) made the list. KO has not suffered the hosing the rest of my portfolio has taken. Maybe your other picks are safe havens ...or safer. Best move, if you had foreseen a 33% one-year S&P dive, would have been to move to cash last October and stay there. Can't fault anyone who went "all in" a week ago. America's on sale! Reply
  • commenter
    Ryan
    McDermott
    Oct 06 11:10 AM
    My Website
    Cloud Computing Requires Infrastructure 2.0 [view article]
    Gregory,

    Well written article. I am sure that there will be new infrastructure challenges presented by the cloud computing roar, but how significant will they be? Any applications that are already on the internet and simply move from a traditional infrastructure to a cloud computing platform should not impact the TCP/IP traffic as a whole. Have you been able to collect any projections on how many new applications will present themselves on the internet as a direct result of the cloud computing wave? I would be extremely interested in any research you may have.

    -Ryan McDermott
    Technology Evangelist
    theenterprisecloud.com
    Reply
  • commenter
    Mountain
    Fist
    Oct 06 09:39 AM
    36 Opportunities for the Beginning of the Bull [view article]
    Bill, I generally enjoy your analysis and articles. I believe in buying when others everybody is selling. I completely disagree that this a time to buy stocks denominated in US dollars. The foreign markets will be buyable long before this country is. We may see another 40-60% drop in valuations in this country before anything resembling a long term bull market happens in this country. This country has to undergo a fundamental change in the way it's people think before the markets will go up meaningfully again. In my opinion, that is years away, not happening now.

    Not catching this falling knife, I am out and in cash. There will be other ways to make money, but it won't be by going long stocks denominated in US dollars. I'll look to buy in the next 5 years or so, but we've got a LOT more downside to go.     Reply
  • commenter
    Pretzel
    Logic
    Oct 06 07:21 AM
    36 Opportunities for the Beginning of the Bull [view article]
    There are problems with trying to catch falling knives at this point.

    1) The markets are overly unstable, as the 300-700 daily point swings illustrate. We run the real risk of a crash.

    2) The fundemental conditions are not anything most of us have seen in our lifetimes. Maybe everyone is RIGHT to be fearful. Contrarian indicators generally only work to confirm other indicators. They are virtually useless on their own, because the levels of bullish/bearishness are all relative. As an example: It may seem high when 50% of the people are bearish, relative to the 20% who were 2 months ago... but it will turn out that 98% will be bearish at the REAL bottom -- which makes the 50% seem low. There's just no way to know where you are in that cycle, except by hindsight.

    3) There is a risk of systemic meltdown. This would obviously be exceedingly bearish.

    4) The hedge funds are facing extremely high redemptions, and may be forced to continue selling.

    5) The market anticipates the future. The future 6-9 months ahead looks worse, not better.

    All in all, I have considered trying to bottom pick, but decided against it. Bottom picking implies a bottom -- and I'm not convinced we're there yet. Stocks are still not cheap by historical standards.

    I would rather miss the exact bottom by a few percent than be way too early and lose dozens of percent.     Reply
  • commenter
    Cheap
    Charley
    Oct 06 06:13 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    I am all in, I had 25% in cash and spent it all last week. I bought GE when it dropped nearly 10% now it looks to open down another 1%. I cannot help but wonder what people are thinking? GE has capitol problems sure but they are also set to rock with a sizable presence in wind turbines. The next time that oil goes up this one will too. It is a good bet that if the Democrats win in Nov that Alt Energy will be a major agenda item for the new administration. Reply
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