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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 72.11-0.3%Nov 5 3:59 PM EST

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To: Chuzzlewit who wrote (24304)4/11/1999 10:55:00 AM
From: Tony Viola  Read Replies (2) of 77397
 
Chuz, OTOT, CPUs. It seems that there are people that would throw out every technology and technology stock as obsolete and worthless, except for networks and internets. Without CPUs, nothing else is worth a tinker's damn, and there will be companies that excel and make tons of money dealing with CPUs, like Dell and Intel. Also, with Intel particularly, the risk reward is excellent because they aren't as likely to be cut in half in a down market, with their relatively low P/E ratio. Dell's P/E is also "reasonable" now, considering it's growth.

This is not to say I don't like Cisco, I definitely do, but there's a crowd that seems to want to trash about anything else.

Tony
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