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

To: telecomguy who wrote (31742)	2/6/2000 7:21:00 AM
From: Eski	Read Replies (3) \| Respond to of 77400

Did not CSCO warn a few Months or weeks ago that they couldn't maintain this growth or revenue rate forever. I know they give some warning it was on CNBC and CSCO took a 4 point drop that day. Thats what concerns me this time around if they give some type of warning.

To: telecomguy who wrote (31742)	2/6/2000 9:17:00 AM
From: Techplayer	Respond to of 77400

telecomguy, That would represent 50% YOY growth, which is hard to sustain. At present price levels, NT will have the same problem. In this market, I do not believe that the analysts or investors will break down CSCO on a quarter over quarter basis, but rather on its ability to continue YOY growth in the 40's%. CSCO is by far the most predictable in the sector, which makes it easy to assess it a premium as well. Btw, congratulations on your NT spike. NT is now nearly as expensive as CSCO based on growth and earnings. 70X year end earnings for 12/01 (22 months from now) is definitely not cheap. Throwing rocks in glass houses is not always prudent. Good luck, Brian