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Technology Stocks : Compaq
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To: PCSS who wrote (82023)5/8/2000 9:35:00 AM
From: profile_14   of 97611
 
PCSS, re any little bit helps

Did you read the CSCO article on Barron's this weekend? Did that guy have an axe to grind or what? Valuations may be an issue but to pick on CSCO a few days before it releases earnings is not coincidental in my opinion. There are a lot of other companies out there that have a fraction of the execution and a valuation that is far more egregious, not to mention a lesser competitive position to go along with it.
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