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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (17676)	2/10/2000 8:28:00 PM
From: LindyBill	Respond to of 54805

CISCO Valuation You know, Mike, I am glad there are people like the Bloomberg writer you posted writing, and that there are a lot of people who believe what says. Otherwise I would probably have had to pay 5 times as much for Cisco 2 weeks ago! :0) I know you have the "Dow at 36,000?" book, and I have skimmed it. The argument on the other side is: 1) The market has been seriously undervalued vs: bonds, and a correction of this condition is being done right now by "Mr. Market". 2) GE is probably the best run of those big old "maintenence" type conglomerates, but "Mr. Market" says that it is not worth as much as Cisco because it can't grow like Cisco. When Cisco gets on the right side of its bell curve, it will grow at 10% a year and pay 5% dividends, and it's PE will reflect that condition. 2)