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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 71.75

-0.5%

Nov 11 3:59 PM EST

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To: The Phoenix who wrote (42409)	11/6/2000 4:14:40 PM
From: Tulvio Durand	Read Replies (2) of 77397

Gary, you present one of the most compelling valuation models I've seen, at least in terms of competitors' valuations. Except for NT the competitors you mention are much smaller and, therefore, potentially swifter to introduce newer technology. Thus it could be argued the premium for smaller deserves to be larger and conversely the premium for CSCO should be smaller. Nonetheless, the $400 billion valuation seems reasonable. CSCO's PE historically (1992-1998) has been in region 40 to 80, and now with PE near 100 and as a larger company -- PE could be viewed as tad high. Tulvio

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