I don't see Cisco as a growth story right now.
More Quotes from Romeo Dator:
Their first releases are always filled with bugs, so my guess is corporate users are going to take a long time to evaluate Vista before actually buying it.Romeo Dator
Expectations on Wall Street got way ahead (of themselves).
Romeo Dator
There's a lot of pressure to even the playing field so that Americans are paying no more or less than the rest of the world, ... It places downward pressure on pricing, and I think the pressure will be so great that the prices of drugs will be lower vs. higher, and that will be a negative in the industry overall. And I don't think that's fully priced in the stocks. That's why we're not fully buying into that sector.
Romeo Dator
We're more or less waiting and seeing, ... Pfizer's dividend is definitely safe. It's the biggest drug company with good cash flow. It could easily buy a biotech company and improve their (research and development) line that way. That's what you're going to see with large-cap companies. They're going to partner up with biotech companies or buy them outright as a way to improve their (product) pipelines.
Romeo Dator
We're a little overbought and people are probably taking profits, ... A lot of the advance that we had was confirmation of the good news that we've gotten, and people are waiting for additional good news on that front.
Romeo Dator
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