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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Mephisto who wrote (47507)	5/18/2000 5:33:00 PM
From: Jack of All Trades	Respond to of 94695

As far as their P/E goes there are many, many companies with P/E in the 400s or even 1,000,00 and many don't have a P/E at all. Yet, their share price is higher than CSCOs. You are correct about that but CSCO's float size will not allow it to be priced like a dot.com company. The way I see it they are having to pay a premium for growth by acquiring companies while the competitors are growing by themselves. I see that as a neg for CSCO IF the economy slows or they have problems getting supplies to meet growth. I work in the Printed Circuit Industry and CSCO is pushing technology right now that is not widely available, maybe 30-40% of the shops can built successfully and on time. Look at raw materials in the latest 10Q and you will see a decrease of 52M, with an increase in WIP of 65M. Seems to me maybe supplies are beginning to get tight.