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Technology Stocks : Tekelec -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (1443)	4/4/2000 7:05:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 1648

Hi WT: I agree completely. Placing high PEs on huge companies such as CSCO or MSFT is absurd, since they will find it incredibly difficult to grow at a rate that would justify their PE. On the other hand growing a $200M to $500M company at a 30% rate is fairly easy, as long as it is in the right area (such as TKLC, WIND...) Best regards, Bernard Levy I don't know how many persons realize that CSCO has 1/20th of the sales of GM and 10 times its market value (including GM's stake in GMH). Apparently Americans have a much bigger love affair with their routers than with their cars.