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

To: Don Edgerton who wrote (34772)	5/7/2000 7:49:00 PM
From: JRH	Respond to of 77398

Wonder why Barron's hasn't assailed the absurd valuations of Oracle and Sun Micro Good question, but it is probably because the street sees (and has valued!) Cisco as the only 'invincible' stock that everyone owns. On top of that, publications like Barrons have magazines to sell. How many people would stop to buy a magazine talking about Sun and Oracle fundamentals compared to one about Cisco? It's a double-edged sword :) ! Justin

To: Don Edgerton who wrote (34772)	5/7/2000 8:17:00 PM
From: Patsy Collins	Respond to of 77398

Be patient, they will be next.

To: Don Edgerton who wrote (34772)	5/8/2000 9:29:00 AM
From: JDN	Read Replies (1) \| Respond to of 77398

Dear Don: Well, as I understood the article it is about CSCO buying companies at inflated prices rather than develop R&D internally etc etc. SUNW does not acquire nearly so much and certainly doesnt pay the inflated prices the Barrons article refers too. Finally, the SUNW PE ratio isnt nearly so high as CSCO. I have forgotten the exact number at the moment, but my recollection is it is trading around 70 times current years earnings. JDN