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To: sea_biscuit who wrote (22119)	5/6/2000 6:01:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 25814

Oh geez... this is a ridiculous discussion. You stated that CSCO is overvalued based upon a sole attribute - personal income. My point is that there is much more than personal income/spending that should be considered - certainly since CSCO is selling $16B of equipment... all of it to non-consumers and is experiencing 40% growth in this market. I have suggested other attributes which should be considered. Like: - income outside the US - Business spending - Business borrowing I guess these pale in comparison to consumer spending on CSCO equipment. When you take a myopic view of a complex issue you're going to get contrary arguments and if you were smart you would address them rather than discount them as "absurd". I think what is abusrd is assuming that CSCO's valuation is a function of US only personal income.... that is what is absurd. What's more absurd is some yahoo chose to list your post on the home page of SI. That just exposed the pure ignorance of your narrow thinking to all to view. Let me see... US personal income and spending is the "aggregate". I see. Have you ever heard of m2 or m3 money? OG