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

To: telecomguy who wrote (32005)	2/8/2000 10:16:00 PM
From: Scott Kleinhans	Read Replies (1) \| Respond to of 77398

Hi telecomic it's a very good company -- but one that is clearly over-valued relative to NT and certainly LU. it's a very good company -- Glad you agree. but one that is clearly over-valued relative to NT and certainly LU. Or maybe... NT and certainly LU are clearly under-valued relative to CSCO, time will tell! Scott

To: telecomguy who wrote (32005)	2/8/2000 10:29:00 PM
From: Peppe	Respond to of 77398

Kenneth, no CSCO follower will respond to your SIMPLE, COMMON-SENSICAL post which clearly shows CSCO over-valued versus NT by ANY MEASURE. To Kenneth and telecomguy:(BTW, I am long NT and CSCO) When CSCO sells net gear, their margins are twice those of NT. Their revenue is growing twice as fast as NT. Despite the fact that they sold for 80 % less revenue than NT this qtr., CSCO's earnings were 50% greater. Do the math. NT is a good company, but there's only one CSCO. Buy and hold is the only thing to do with this one, guys. cheers, peppe