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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.94

+1.1%

Nov 28 9:30 AM EST

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To: telecomguy who wrote (30275)	12/14/1999 10:50:00 PM
From: MD Bryant	Read Replies (2) of 77400

Telecomguy, you are a bit excited. Nortel does indeed use pooling of interest on certain acquistions...they also have a PE of 555 at the moment, which is absurd. They aren't growing as fast as Cisco. Something will give shortly. Don't get me wrong - Nortel is a great company. But clear the smoke out of your room, it is blurring your vision. For every quarter in history except the last one, Microsoft warned of slowing growth... (we have yet to see it) It is called adding a certain level of caution to the forward looking statments.

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