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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: blankmind who wrote (24418)6/19/1999 12:16:00 PM
From: taxman  Read Replies (2) | Respond to of 74651
 
thanks for comparing csco with msft.

what does "SPIFS" stand for?

regards




To: blankmind who wrote (24418)6/21/1999 10:53:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 74651
 
>> given that they CSCO's p/e is like twice as high as MSFT's, I can't see CSCO being a better buy

blankmind, look at p/e compared to growth.

Both of these stocks are Gorillas, but csco is in an earlier stage of it's revenue growth curve. Otoh, msft is generating massives amounts of cash and reinvesting it wisely.

Pick either, and you've picked the right one.

Frank (long msft and csco <g>)