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

To: Tony Viola who wrote (39885)9/14/2000 10:17:41 AM
From: GVTucker  Read Replies (1) | Respond to of 77400
 
Good article, Tony.

But I think that the writer misses what I think is the primary reason for CSCO's performance as of late. The market has reevaluated the risk/reward of paying 100x earnings for a company with a market cap approaching $500 billion. Earnings growth of 40% is no more or less likely now than it was before, I just think market participants are realizing that the only way that the price is justified is if this 40% happens.


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