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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: BGR who wrote (31319)	5/4/2000 8:56:00 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 42523

first of all, what knee-jerk response? i merely showed you in what way it is simply nonsensical to expect such growth for decades to come. it is a mathematical impossibility. apart from that, from what i hear the competition is making big inroads. admittedly i'm no expert on this subject but every time i criticize the valuation of JNPR people are telling me that they are supposedly in the process of eating CSCO's lunch. in any case, i admit it's a great company - no doubt about that. but the valuation of its stock is just plain silly. as with many tech darlings it's a function of the bubble that is in turn a function of the massive money supply growth of recent years. note that CSCO had a very high, but in terms of its growth reasonable p/e for years before the bubble began in earnest.