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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 80.25+0.9%Dec 10 3:59 PM EST
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To: telecomguy who wrote (30882)1/3/2000 10:53:00 AM
From: The Phoenix  Read Replies (1) of 77400
 
Telecomguy,

You can not be implying that NT or LU should be valued like an internet company. Internet companies may not be valued on current cash flows but they are valued based upon expecations of future flows and future earnings predicated on continued astronomical growth.

NT and LU do not qualify as internet plays.... and if you're going to use that as a basis certainly CSCO applies more closely to this thinking than does the telecom suppliers.

OG
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