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

To: lawdog who wrote (38214)	7/11/2000 3:01:30 PM
From: michael97123	Read Replies (1) \| Respond to of 77398

It strikes me as the opposite however the truce is welcome even for a day. Eski posted a report by a bear named Leib yesterday that was quite bullish short term. Basically he said momentum investing is insane but here we go again predicting an irrational short term rally. I posted Bullish Michael Murphy predicting a retest of 3100 within the context of a continuing bull market. No wonder there is a truce. BTW, Did Clemens throw at Piazza??? Lets discuss something really juicy.

To: lawdog who wrote (38214)	7/11/2000 3:04:29 PM
From: bambs	Read Replies (1) \| Respond to of 77398

Lawdog, I think the main thing that has changed and is going to continue to change is the attitude of the average investor. Then stocks are going up no questions are asked and bears are ignored. When the everyones mutual funds and 401k's keep underperforming for some time people want to know why. I think as investors educate themselves they will question p/e's of 160 or 500 on stocks like yhoo and csco. P/E should not be more then 1.5 times projected growth rates. The spin will be thick on the yhoo numbers but the main thing to look at is revenue growth. If the number is under 20% how can you justify a p/e of over 50? IBM to get hammered next week and the market with it. Bambs