SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Naked Truth - Big Kahuna a Myth
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MythMan who wrote (6153)9/16/1998 9:18:00 PM
From: Thomas M.  Read Replies (2) of 86076
 
re: your CSCO comments on the BK thread

1. It corrected 40% during Spring 1997 (and over 50% in 1994).
2. PE is lower than MSFT, not higher. Trailing 12 month EPS for both is ~1.75 (pre-split), and stocks are at 108 (MSFT), ~100 (CSCO). CSCO has a similiar PE to Soft because it is also a software monopoly.

Note that I'm not arguing CSCO can't go down. Networking slowdown due to Y2K- or BK-induced recession would kill this high-PE stock.

Tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News