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To: Think4Yourself who wrote (61410)3/3/2000 3:07:00 PM
From: BigBull  Respond to of 95453
 
But John, don't you get it? CSCO's growth is so SEXY! Maybe they should rename the company - 36 24 36. <g>



To: Think4Yourself who wrote (61410)3/3/2000 3:09:00 PM
From: The Ox  Read Replies (2) | Respond to of 95453
 
1 year sales growth
WM = 7%
CSCO = 49%

Gee, I wonder why the PE is higher?



To: Think4Yourself who wrote (61410)3/3/2000 3:21:00 PM
From: Andrew Brockway  Respond to of 95453
 
John Q, Here lies the problem:

I don't even bother to look at Cisco's EPS, PE, BV, etc.. You just hold it and watch the line on the chart move towards the top right!

Really, the question is what to do with the tech "blue chips?" We're not talking about the companies with $20 mil of revenues and 10 bil market caps.

I'm just not sure I can now liquidate all my tech to buy BR. Even when I bought FLC at $5 3/8 I worried about it going to $3 - I didn't have the balls to go 100% patch then and I don't have them now.

Andrew