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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.49

+0.5%

11:55 AM EST

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To: Elroy who wrote (74630)	11/16/2007 12:31:51 PM
From: Lizzie Tudor	Read Replies (1) of 77400

he's asking about VMW not Cisco the thing about VMW is, its not a green field investment like GOOG, BIDU, or these solar stocks are. There are a ton of huge US companies with their large salesforces selling software into companies now.... I'm not saying VMW is another netscape but that is the world they are competing in. The other opportunities that are a little more straightforward have no leading player, thats how you get 100+ PEs on these solar stocks etc. VMW also has a huge PE but with way more risk. JMO.

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