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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Andre Williamson who wrote (39055)	2/9/2000 10:55:00 AM
From: Souze	Read Replies (3) \| Respond to of 45548

** ot ** CSCO Andre, In their conference call yesterday, Cisco said they had $14.9 billion in cash and investments.

To: Andre Williamson who wrote (39055)	2/9/2000 11:01:00 AM
From: The Phoenix	Respond to of 45548

Andre, I would not put any credence in the data on YAHOO. You have to go to the books to get the real data. Take a look for yourself. As for valuations. There is no doubt that COMS is an excellent value - if it wasn't I wouldn't be long here. BUT, you can not argue with the ACCELERATING growth that CSCO continues to show - no matter how big they get. THAT is what the analysts see and so long as the growth continues to accelerate the valuation will continue to be "internet-like". OG