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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.04-1.3%Jan 2 9:30 AM EST

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To: kvkkc1 who wrote (51950)4/21/2001 11:23:46 AM
From: Stock Farmer   of 77400
 
kvkkc1: Strange you should mention MO.

It compares quite nicely to CSCO, doesn't it? Does anyone feel the least bit strange that CSCO is valued more than a company drawing revenues that CSCO might attract close to the end of this decade? A company generating a dividend that nearly rivals a T-bill for returns? A company that has healthy EPS growth on a pre-proforma basis?

CC? Sure. Hard to beat it from a returns basis in a reasonable market. But don't fool yourself for too long that such speculative activity is actually investing.

As for your personal editorializing, well, you are entitled to an opinion. I assure you I've formed one of you. But neither belongs on this board.

John.

Disclosure: I own MO. I do not own CSCO.
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