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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jim Willie CB who wrote (1315)	9/14/2000 4:48:16 PM
From: CAtechTrader	Read Replies (1) of 65232

CSCO is important perception-wise, as for me though, I think that Cisco is far less important than perceived. It's a tech mutual fund now that trades at a ridiculous premium to NAV. CSCO will be for a long time under pressure as anytime it rallies Funds will sell it to raise $$$ to buy newer more promising ROE lower cap companies. For CSCO to double in price one has to accept a virtual $1 Trillion Dollar Market Cap on it. So in my mind CSCO is not the bell weather it used to be. It is fodder for distribution. I like MSFT as a big cap tech investment now a lot more than CSCO.

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