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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: SL2 who wrote (17919)2/14/2000 1:34:00 PM
From: Wyätt Gwyön  Read Replies (2) of 54805
 
If CISCO is your benchmark, how do you deal with its exceedingly high valuation? PEG ratio very high. I find it interesting now that QCOM and CISCO have approximately the same per-share price. It will be interesting to watch how their PEGs fare over the next year. Recently there was an article in thestreet.com by Bronchick, pointing out how expensive CSCO is given its long-term growth rate. JMO, MM
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