Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.04

-0.5%

Dec 31 3:59 PM EST

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To: bambs who wrote (44561)	12/14/2000 9:07:58 PM
From: t2	of 77400

The CSCO high PE is really the problem in this environment. The stock is being grouped in with the PC types--which may be more of a product cycle issue. NT confirming guidance is going to help but now NT is a lot cheaper than CSCO. Cisco won't be prefered over the cheap semis, where the PEs are now in the single digits and businesses are not doing any worse than the PC sector. It becomes a risk/reward comparison. Value will win out in times of economic slowdown in cases where there is potential for good growth after a slow period. The cheap semis have this potential. Looking for a market bottom soon. I think they will throw in the towel. When I feel bearish, that is usually the turning point and right now I am not confident at all on techs. Just trying to paint a positive picture. When I feel like this, it means we have reached bottom--at least from my past experiences.

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