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

To: FESHBACH_DISCIPLE who wrote (42285)	11/5/2000 7:48:56 PM
From: The Phoenix	Read Replies (1) \| Respond to of 77400

Feshbach, I think too many investors are enamored with the 12 month double and to suggest that is what is required to invest in a company only demonstrates the period in which the investor has been investing. Twelve month (or even 24 month) doubles are not the norm and investors need to get over it. Furthermore to suggest that a company trading at a cap of $400B is overvauled because it's revenues are $20B demonstrates little understanding of the causes that make up a company's valuation. To be clear I believe too many folks apply value principles to growth companies. However at the same time there is a value to growth... and growth can be overvalued... as well as undervalued. Bottom line - looking at only revenue multiple to make a determination on valuation is pretty myopic. If your position is that CSCO is overvalued because it is trading at 20 times revenues then great... no more need be said... I'm not sure that many would agree with you given top line growth in excess of 50%, but we understand your position. OG

To: FESHBACH_DISCIPLE who wrote (42285)	11/5/2000 7:50:50 PM
From: zbyslaw owczarczyk	Respond to of 77400

FESHBACH_DISCIPLE , you have posted over 100 posts on different networking threads over the last 24 hours, and you are the most active member of SI in the recent days. your negative campaign have started when nasdaq has stabilized and then moved higher. just for the record ZO P.S. do not worry you can always cover at higher price