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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 73.11+0.3%Oct 31 3:59 PM EST

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To: Peppe who wrote (20592)1/10/1999 9:12:00 PM
From: Proud_Infidel  Read Replies (1) of 77397
 
Peppe,

I place them all in the same category in that they are all Infrastructure companies. BTW, without AMAT there would be no CSCO; AMAT produces the equipment which makes the chips which goes into your hubs. CSCO is simply afforded a richer valuation than AMAT.

BK
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