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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 75.19

-0.1%

Jan 16 9:30 AM EST

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To: telecomguy who wrote (33241)	3/31/2000 2:23:00 PM
From: Bill	Read Replies (1) of 77400

Can't say I've seen any cult followers here myself. As you know, I own CSCO and NT, believing they are the two major recipients of the Internet infrastructure buildout. Rod has a problem. He posits that the proper way to value CSCO is P/E and forecasts its demise. But then he can't intelligently defend what most rational people believe is a preposterous notion. He ignores all other valuation metrics and all evidence suggesting he is wrong, then claims he's being personally attacked by a bunch of emotional, unintelligent, and lucky CSCO zealots. Really now. Is he just putting us on?

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