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

To: michael97123 who wrote (38234)	7/12/2000 10:19:18 AM
From: The Phoenix	Respond to of 77399

Michael, I was just pokin around today - looking at opportunities in the networking sector. It occured to me that the bears on this thread have really only one interest in mind - to pound on the successful bulls - probably because they missed this train. Take a look at the companies they should be pounding on.... let's look at the last 12 months compared to Cisco Cisco Rev/Earnings/Trailing PE 16.8B/3.49B/176 - trading at 27 times revenues Redback Rev/Earnings Trailing PE 91.9M/23.9B/N/A - trading at 260 times revenues Juniper R/E/Trailing PE 156M/56.7B/NA - trading at 363 times revenues Sycamore R/E/T 119M/31B/NA - trading at 260 times revenues The list goes on and I'm sure you can think a many many more...like Akamai R/E/T 11.2M/11.2B/NA and trading at 1000 times revenues. So the question is are these companies better or worse off than CSCO. Who is better position to execute and grow. Remember CSCO's quarterly revenue gains are probably larger than the annual revenues of all the companies I just listed yet they represent a collective 123B in market cap. So, while the bears might have a beef in the sector I think it may be better targeted than at Cisco which has historically performed. Just an observation. OG