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To: H James Morris who wrote (102939)5/8/2000 11:29:00 AM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
I think Cisco is too-richly priced for my blood, but their quality of earnings is awesome, their competitive edge is unassailable, and their business is still young.

I think all the rest are data points. Barrons is chewing around the edges on this one, IMO. The heart of the matter is that Cisco is the gorilla, and gorillas always command expensive premiums.



To: H James Morris who wrote (102939)5/8/2000 12:02:00 PM
From: Olu Emuleomo  Read Replies (2) | Respond to of 164684
 
>>>William please, your thoughts on the Barron's bash on Cisco?<<<

I'm not william, but I hope it knocks CSCO down to < 60.
I have plenty of cash waiting for CSCO below 60 :-))

--Olu E.


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