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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.90

+1.2%

1:16 PM EST

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To: chic_hearne who wrote (44894)	12/19/2000 10:07:40 AM
From: The Phoenix	Read Replies (1) of 77400

chic, Take a look around you at other companies that are trading at 3 times revenues and PE's of 25. How many of them show revenue and earnings growth of 60%? Are you suggesting that: - company A: selling $20B in products into sector growing in single digits and a top line growth of 15% (gaining share) should have the same multiple as - company B: selling $20B products into a sector growing at 30% and a top line growth of 50%-60%??? Sounds to me like you believe that all companies - regardless of market opportunity, share of that market, growth of share in that market, ability to develop and attack new markets should all be priced the same.... Do I have this right??? OG

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