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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 78.03

+0.8%

3:59 PM EST

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To: Jacob Snyder who wrote (49405)	2/26/2001 11:47:07 PM
From: Paul V.	Read Replies (1) of 77399

Jacob, IMO, the questions are how far out ahead will the market look, 3-6 months. It looks like they are looking past the bad news to the last quarter. Consequently, they have been holding up AMAT when it should be sinking to the low 30's or $20. With earnings coming down on AMAT along with BTB numbers the PE will probably reach the 60's like it has done in past cycles with poor earnings. I do not know how calculate how to predict how much goodwill with an inflated PE that the market will place on CSCO and AMAT. Your ideas are appreciated. Just my opinions. Paul

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