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To: sea_biscuit who wrote (21969)	4/22/2000 1:28:00 AM
From: DWB	Read Replies (1) \| Respond to of 25814

Then I guess it's a good thing I don't hold any of those! Does that make me above or below average? DWB Q2.5K/Y2K+5

To: sea_biscuit who wrote (21969)	4/22/2000 2:39:00 PM
From: Bob Martin	Respond to of 25814

< That depends on what specific stocks you have in your portfolio. I think the whole discussion began with some debate about the valuations of CSCO. I would think that not only CSCO, but also INTC and MSFT (the three most common stocks in the average Joe's portfolio these days) are overvalued and will underperform the index over the next 10 years or longer > CSCO - Agree. Absolutely great company, but valuation is insane MSFT - Probably agree. Great company, fairly high valuation (although down recently). INTC - Not sure I agree. Great company, generates a lot of cash, and has a very strong franchise (stronger than MSFT, I believe). Current valuation makes it fully valued, but I still think it will keep up with market over the next 10 years. Disclaimer - own INTC & MSFT, not CSCO (been wanting to buy it for a while, but it never comes down to what I consider a fair price) Bob

To: sea_biscuit who wrote (21969)	4/22/2000 7:41:00 PM
From: Tony Viola	Respond to of 25814

Dipy, oh well, I might as well spam this post about Cisco to all my bookmarks <g>: Message 13477244 Tony