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


To: bambs who wrote (34266)4/20/2000 9:22:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 77400
 
Fine.. this conversation is quickly deteriorating. YOu have your arguments which if one believes one should follow. I have my own which I will choose to follow. Again this is what makes the market - differing opinions. However I'd like to make one last comment and one final point.

Comment: I find it rather presumptuous of you (and I take exception) to calling the longs here "dumb" and uninformed. And to suggest that I'm "playing" a game is as ridiculous as me suggesting you're trying to talk down the stock. I'm long because I believe I've got at least another double in this pup and I believe this is a long term core holding.

Final Point: Your points earlier..
IBM revs of 88B grew at 7% = 6.16B
INTC revs of 30B grew 12% = 3.6B
MSFT at 23B grew 22% = 5.1B

CSCO 1999 at $12B grew at 44% = $4.3B
CSCO 2000 est at $18B grew at 50% = $6.0B

I see no correlation to size here. I do see a correlation to business type. I also see CSCO accelerating not decelerating as you suggest will occur next year with no supporting data. Therefore this argument has no basis whatsoever. But like I said you're entitled to your opinion but please don't suggest that I have any alterior motives other than to own a part of the greatest run company on earth - one that I think has it's greatest days in front of it.

OG