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To: MythMan who wrote (74526)	11/9/1999 5:22:00 PM
From: pater tenebrarum	Read Replies (1) of 86076

as you have pointed out, they're a major beneficiary of the i-net IPO boom...a great company, no doubt, but the current valuation is still rather baffling imo. of course, compared to some of the fluff out there, CSCO is positively cheap... in fact, the mania has conditioned us all to such an extent that we don't know anymore what proper valuations are. in terms of relative value, CSCO with it's growth rate may not be overvalued...and yet, this is only true in the context of this mania. always remember that before you say "properly valued"...-s- i take it all back...CSCO is actually cheap...we 'like it here'. you don't want to be caught without it in your portfolio! -s- i can already hear the upgrades and re-iterations....this screaming woman with the face for radio in her high-pitched voice getting the hysterics again....-S!-

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