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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.5%

3:59 PM EST

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To: bambs who wrote (44561)	12/14/2000 9:14:34 PM
From: The Phoenix	Read Replies (1) of 77400

You keep restating the CSCO PE but historically CSCO's PE has been sub 50 - PRO FORMA... it is high but not as high as you make it out to be and it deserves to be higher than most given their execution. As for CSCO's lending... they have lended $600M of which 80% (I think that was the number) was tier 1 carriers.. furthermore the issue that Bank of England has is in 3G. How much exposure does CSCO have to these vendors??? You haven't answered that - because you can't. You are looking at this sector as one big ball... you can't do that. I especially enjoy how you point to the PC sectors issues and suggest this is bad news for CSCO... or did you lighten up on that one. I noticed you haven't posted MSFT's warning here yet. Bottom line Bambs - you don't understand this issues well enough to draw discrete supportable analogies to CSCO or any other company for that matter. FWIW Bank of England sighted concerns over revenue generation from 3G and exposure to such companies building this infrastructure.. OG

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