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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 77.80

-0.3%

Nov 17 3:59 PM EST

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To: alex pierson who wrote (17928)	10/7/1998 5:29:00 PM
From: Sawtooth	Read Replies (3) of 77400

<<The thing is can the company hold its valuation if the rate of growth slows?>> Alex: You've asked this same question in various ways throughout the course of the day. However, I have not seen where you've gotten a response. Appearantly not something tech investors like to think much about at the moment. My answer is no, if growth slows; investors are currently most concerned about future quarters ('99 ...), IMO. I'm saying this about "all" companies, not just Csco. PEG's are being closely analyzed and those with question marks are being pruned wholesale. I hope you get some other responses. ...Tim

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