Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

+3.6%

Nov 24 3:59 PM EST

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To: John Koligman who wrote (102782)	4/21/2000 1:04:00 PM
From: Tony Viola	Read Replies (1) of 186894

John, re Cisco, there is a pretty good debate raging over on that thread about whether it can sustain it's valuation. Even the Cisco bulls won't say it's not overvalued, arguing instead that it's "justified" considering their awesome growth, with no end in sight, in the hottest new area since Gutenberg invented the printing press. I guess that lets the cat out of the bag about whether I own any Cisco or not. <g> In case anybody isn't keeping track of Cisco, in each of their last four quarters' results, they actually increased their YOY revenue gains. They were, according to SI financials: Jan/2000 quarter: +52.9% (vs. Jan. 1999 qtr.) Oct/1999 quarter: +50.7% Jul/1999 quarter: +48.5% Apr/1999 quarter: +44.4% What do you do with a company like that? I say buy the stock (waiting until some more tech carnage subsides on Monday plus a few days). Tony

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