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To: Shtirlitz who wrote (10)	12/24/2000 7:02:43 AM
From: mike.com	Respond to of 73

Ok, let's talk PE ratios. I hear the talking heads on CNBC harp about CSCO's relatively high PE, yet I never hear them mention that KO is trading at an 80 PE with 6-8% growth. Would somebody here like to explain why KO deserves such a high PE with slow growth (maybe no growth considering currency translations and a slowdown is case shipments) and CSCO doesn't deserve it with the high growth it is experiencing. IF KO deserves an 80 PE, clearly PEP deserves it too, particularly with the acquisition of the Gatorade brand. That would make PEP a double from here! P.S. My long term outlook is very optimistic towards tech. If Greenspan is not too far behind the curve and Bush gets his tax cut through, this decade should see more technological change than the last. Moore's law, not Murphy's, should rule.