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To: that_crazy_doug who wrote (4918)	8/14/2000 10:27:08 AM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

Doug, >Intel/Cicso/Midrosoft may be great investments going forward, but expecting a repeat of the past 10 years is ridiculous. OT I'll take a "great investment" any time. Wouldn't you? Cisco is the beast of the universe. Figured out yesterday that their YOY quarterly revenues have accelerated 10 quarters in a row, from about 30% to last week's reported 60.7%. If sheer company growth warrants a high PE, Cisco should get it. What did Hammer say "You can't touch this"? Tony

To: that_crazy_doug who wrote (4918)	8/14/2000 11:29:09 PM
From: SisterMaryElephant	Read Replies (4) \| Respond to of 275872

that crazy doug, chic hern etc. "<< The stock has split 13 times, is up over 300,000% since it's IPO, and the future looks even better. >> That's one of the things that amuses me about investors in Intel/Cisco/Microsoft etc etc, these companys are all up 1000s of times initial values and everyone says the future is even better, well the market cap is around 400B, so you think you're going to go up by another factor of 3000, 1,200 trillion dollars. Intel/Cicso/Midrosoft may be great investments going forward, but expecting a repeat of the past 10 years is ridiculous. " Would you buy a company whose stock is at $52/share, which has already split seven times, has 80% of the single market it competes in, has IBM, MOT, AAPL, as well as CPQ, DEC and even MSFT, aligned against it, and has the government investigating or on the verge of investigating its business practices? That was Intel in 1991-92 and you can visit the Intel thread to find out people who would. Today Intel still owns 80% of a much bigger pie and they no longer participate in a single market. And, before we hear things are different this time, I should also mention that Jerry Sanders and AMD were also nipping away at them, and that was a profitable and healthy AMD, as I recall. Yes, things could be different this time. Happy investing to all. SK