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To: The Phoenix who wrote (23445)12/19/2000 10:24:04 AM
From: All Mtn Ski  Read Replies (1) | Respond to of 25814
 
Phoenix,

I still think CSCO is overvalued and won't touch it. It is always harder to grow 60% from a $21B revenue base than from $1B or $2B. I think CSCO may have trouble meeting that 60% number next year. The company (AHAA) I mentioned when I replied to you on the CSCO board is up over 30% since and CSCO is down 18%. Small and nimble and cheaper on a valuation basis, I'm sorry, but I still think Price to Book and Price to Sales means something.

Tom