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

To: telecomguy who wrote (39484)	8/13/2000 6:24:00 PM
From: The Phoenix	Respond to of 77397

I see more upside to NT than CSCO......both fine companies but NT is clearly dominant relative to CSCO in the two SWEET SPOTS of networking market right now. I'm not sure how you can justify you this position given your statement. By your own words NT is already the dominant supplier in the hypergrowth markets of optics and wireless. NT has a larger forward PE than CSCO now - clearly because many investors have dialed this in. CSCO beging the upstart has yet to penetrate this market (by your estimations - although 0-$1B in a year aint bad). Seems to me all the surprises - if there will be any will come from CSCO. OG

To: telecomguy who wrote (39484)	8/13/2000 9:05:58 PM
From: RetiredNow	Respond to of 77397

Interesting. I still think there's plenty of room for both to grow unimpeded over the next 5 years. But it will be fun to watch, whatever you or I believe.

To: telecomguy who wrote (39484)	8/13/2000 10:02:14 PM
From: bambs	Read Replies (2) \| Respond to of 77397

Here's my problem with the telecomguy... You have been hanging around this thread doing nothing but pump your NT. I doubt if anyone from this thread comes to the NT thread and pumps CSCO. NT is even more overvalued then CSCO. I have a good mind to invest some of my time in slamming that fat bloated NT stock....sure they have big optical growth...so what...name me an optical stock that isn't grossly overvalued. Where is the top chat board for NT...must be a Canadian one...stockhouse.ca ??? Let me know...I will join you there to talk about how stupid one would have to be to invest long term in NT. Bambs P.S. remember the 52 week low? $20 ish...that's what you will be selling your shares for a within 2 years after you give up hyping your over valued stock and finish riding it down.