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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (29889)12/2/1999 1:32:00 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
I agree with that but LU will never exceed Cisco's growth rate with their existing business model.



To: Techplayer who wrote (29889)12/3/1999 9:28:00 AM
From: Zoltan!  Read Replies (1) | Respond to of 77400
 
Brian, you must recognize compounding.

Using your very own figures, in five years:

Cisco 129 billion.

LU 114 billion.

Even if Cisco slows appreciably, they would still cross within a few years of that mark. I believe the market expects just that.

Z



To: Techplayer who wrote (29889)12/3/1999 11:47:00 AM
From: Brian Malloy  Read Replies (2) | Respond to of 77400
 
FWIW,

While your post is an obvious statement of fact on the face of things, do you understand the ramifications in the out years? If you don't see the irony in your post then you are missing one of the fundamental underpinnings of investing/capitalism.

Regards,