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To: Bill Harmond who wrote (102949)	5/8/2000 11:52:00 AM
From: H James Morris	Read Replies (3) \| Respond to of 164684

>The heart of the matter is that Cisco is the gorilla, and gorillas always command expensive premiums. William, my favorite 800ib gorilla? Applied Material (amat). Without this gorilla...a chip couldn't be made. Btw Nvls is a 400ib gorilla. Did you know Richard Hill used to work for Amat? That's why they hate each other.;-)

To: Bill Harmond who wrote (102949)	5/8/2000 9:53:00 PM
From: Victor Lazlo	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. >> Actually, William, their competition is gaining on them from all sides, lots of their core router business is aging, they are running from their fright by buying co's that cannot all be digested successfully, and they are way behind in the future, optical networks. Yup, Barron's missed the mark, I guess <gg> Victor