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


To: GVTucker who wrote (41753)10/30/2000 1:12:59 PM
From: Eric  Read Replies (1) | Respond to of 77400
 
Yup

The 87 move was a nice "snap correction" in an ongoing bull market.



To: GVTucker who wrote (41753)10/30/2000 1:39:22 PM
From: kvkkc1  Respond to of 77400
 
GV,

You sound like a rational person most of the time, but you are out in left field on your post. Value investing is dead. Those companies are priced at a quarter of their growth rate for a reason. It's called future expectations.knc



To: GVTucker who wrote (41753)10/30/2000 1:39:45 PM
From: Ian Davidson  Read Replies (1) | Respond to of 77400
 
Re.
"Even if you are the most optimistic person on CSCO, it is still trading about 1x its growth rate. In all of the above
situations, you could easily find a lot of high quality companies trading at one fourth their growth rate."

Maybe so, but then you've got companies like GE and KO with astronomical pe's to their growth rate, but you never hear too many people whining about them.

Ian