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To: pater tenebrarum who wrote (50007)5/9/2000 5:30:00 PM
From: Road Walker  Read Replies (2) | Respond to of 99985
 
Heinz, re: "all historical evidence points to the fact that buying the stock of a mature company at such a high valuation proved to be a poor long term investment decision."

The key word is mature. There are those that would say 55% YOY revenue growth argues against your point. Is the Internet mature?

John



To: pater tenebrarum who wrote (50007)5/9/2000 5:40:00 PM
From: Archie Meeties  Read Replies (1) | Respond to of 99985
 
Heinz,

Any thoughts about tomorrow? Correct me if I'm mistaken, but it would be unprecedented not to rally on CSCO earnings.