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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 80.26

+0.9%

3:59 PM EST

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To: Lizzie Tudor who wrote (67358)	3/13/2005 5:49:40 PM
From: GVTucker	Read Replies (1) of 77400

Lizzie, RE: For example, if you took microsoft in the 80s (lets leave off the 90s for now), it was always, always a very expensive stock, that continued to outperform. No, it wasn't always, always an expensive stock. There were instances when you could buy Microsoft at a PE in the teens, and it was a fine buy then. There were times when you could buy Intel with a PE in single digits. Great buy then. And when the FDiv thing happened, Intel was also a cheap stock, and an excellent buy. Same with most "gorillas" as they used to be called. If you invested in value within a growth sector you significantly* underperformed. But this is only within growth.* Do you have any evidence to support that contention? You know why they don't call them "gorillas" anymore? Because they were horrible investments when the PE got high.

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