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

To: The Phoenix who wrote (34188)	4/19/2000 11:06:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 77400

The analysts who are protecting the stock that anchors their fund? Did these analysts explain how flat revenue companies trade at 2 or 3 times revenues almost across the board. If so, did they explain to you how CSCO is going to reach 250 billion in revenues from the current 15? I didn't think so. You know, this sort of blind swallowing of twenty-something analysts with no technology knowledge (in the engineering sense) is really inflating these stocks. If revenues flatten (see IBM, please) the stock will fall big.

To: The Phoenix who wrote (34188)	4/19/2000 11:19:00 AM
From: PMS Witch	Respond to of 77400

...given Switches, DSLAM's, headends, ATM, Optics,... I originally bought Cisco because they made stuff to enable different computers to communicate. This seemed like something the world needed and was willing to spend money on. Try as I may, I still don't understand what pies Cisco has their fingers into today: for all I know, they could be re-cycling road apples! BUT, they consistently make money. I like the people running the place. I trust them. Maybe I'm just too simple to be involved with investing in this area of technology, but since my cost base is only a few pennies, I'll continue to hold my 'mystery' company a while longer. Who knows, maybe they'll continue to prosper. They have, so far. Cheers, PW. P.S. A few years ago, (circa 1995) Cisco put their annual report on CD. The CD also included a beginners' course on networking, covering hardware, software, design, and maintenance. Including this was a tremendous service to non-technical shareholders. It helped us understand the challenges and opportunities facing Cisco, and more importantly, how Cisco was addressing today's issues with tomorrow's solutions.